Vishy Tirupattur

Vishy Tirupattur from Morgan Stanley discusses the importance of Fed policy on credit markets, expecting three rate cuts this year. He favors leveraged loans, CCC rated bonds, and energy sector debt. Topics also include private credit opportunities and commercial real estate risks.

Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, discusses the implications of the Treasury market selloff, including its impact on financial conditions, growth, and inflation, with expectations of decelerating growth in Q4.

Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, discusses the impact of banking regulations on the real economy and credit formation. The podcast explores challenges faced by regional banks, ratings downgrades of US banks, proposed rules to modify capital requirements, and the impact on credit formation and economic growth.

Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, dives into the evolving challenges of U.S. commercial real estate. He discusses the ongoing struggles of office buildings in the post-pandemic landscape while highlighting a turnaround for industrial and multifamily properties. The conversation explores credit losses among lenders, particularly regional banks, and points to potential stabilization with expected interest rate cuts from the Federal Reserve. It's a nuanced look at where commercial real estate might be headed next.

Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, sheds light on recent market turbulence. He discusses how disappointing US employment data has challenged the soft-landing narrative, raising questions about stretched valuations. Vishy contrasts the differing strategies of the Federal Reserve and Bank of Japan amid rising uncertainty. He also delves into potential over-tightening by the Fed and explores the contrasting trends in emerging market credit and high-yield bonds, offering vital insights for fixed income investors.