Seth Carpenter, Chief Global Economist at Morgan Stanley, and Guneet Dhingra, Head of U.S. Trade Strategies at Morgan Stanley, discuss the fall outlook for rates and the economy. They cover topics such as spending indicators, inflation, Treasury yields, the impact of yield curve control, and the increased supply of debt. They also analyze swap spreads and reflect on their mid-year outlook.

Morgan Stanley's Chief US Economist and Head of US Rates Strategy discuss the surprising impact of new immigration data on GDP, population growth, labor force expansion. They delve into inflation surprises, Federal Reserve's potential actions, and investor perceptions. The podcast explores the disconnect between market expectations and Fed forecasts, revealing crucial supply and immigration factors overlooked by investors.