摩根士丹利：全球宏观策略-Unsustainable Unsustainability

July 14, 2025 08:49 AM GMT Global Macro Strategist Unsustainable Unsustainability Analyzing debt sustainability in an investor-less vacuum amounts to debt stabilization analysis relying on hard-to-forecast variables. Most research reduces debt sustainability into 1 or 2 dimensions, despite a 3-dimensional investment landscape with investors that try playing 4-dimensional chess. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy Japan Rates Strategy: Guidebook of the ...