Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three topics animated much of this year’s discussion: lingering concerns about recession; China; and the challenging real estate market in the U.S.

Vishy Tirupattur: Debating the Outlook

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for High-Yield TMT joins our Head of Corporate Credit Research to explain the divergence.

Why TMT Bonds Are Underperforming

Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.

European Economic Outlook: Decidedly More Optimistic

Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.

Global Questions About the US Elections

Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.

Midyear European Equities Outlook: In the Sweet Spot

Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.

Vishy Tirupattur: Debating the Outlook

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