Workflow
Debt sustainability
icon
Search documents
Tariffs and Debt Fears Weighing on Stocks: 3-Minute MLIV
Bloomberg Television· 2025-07-16 10:26
Let's get 3 minutes on the markets then with Mark this morning. And Mark, where do we want to start. Because we've got European stocks and US stocks called little lower.It's easy, as we have done in recent days, to pin this on trade. There've been some kind of negative trade headlines around pharma, but there's also the U.S. ASML numbers, which are a little tentative when we look ahead for the third quarter. I wonder if what you think is most likely weighing on sentiment this morning.I think there's two thi ...
G-20 Finance Ministers Meeting in South Africa: What's on the Agenda?
Bloomberg Television· 2025-07-16 05:18
You know, it's interesting to hear the comments and the gentleman expressing some optimism despite the fact, of course, the elephant in the room is that there is not going to be a US representation at the meeting this week. Where is that optimism stemming from and the absence of the world's largest economy. We should note this is actually the second time that we've seen Scott Bessent and actually skipping this meeting since South Africa assumed the presidency of the G20 earlier this year.We also saw Secreta ...
摩根士丹利:全球宏观策略-Unsustainable Unsustainability
摩根· 2025-07-15 01:58
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 ...