Bond markets have responded to recent U.S. tariff and tax policy changes, with rates moving higher in July and credit sectors experiencing a rally. However, the August jobs report has indicated an uncertain economic outlook, and ongoing fiscal deficits may continue to put upward pressure on real interest rates across the yield curve.
The Broad Markets Fixed Income team at Morgan Stanley Investment Management brings together single-sector research and trading teams from across its fixed income platform to identify what it believes are the best opportunities in fixed income. All data referenced is as of November 14, 2024.
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