Latest news with #MatthewHornbach
Bloomberg
25-06-2025
- Business
- Bloomberg
Bloomberg Surveillance TV: June 25, 2025
- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley - Amrita Sen, Founder and Director of Research at Energy Aspects - Jon Lieber, Head: Research at Eurasia Group - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook for the US economy. Amrita Sen, Founder and Director of Research at Energy Aspects, talks about the possibility of an oil spike amid uncertainty surrounding the Israel-Iran conflict. Jon Lieber, Head: Research at Eurasia Group, talks about rising geopolitical risks. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, joins to discuss the outlook for the airline industry amid defense spending changes.
Yahoo
12-06-2025
- Business
- Yahoo
Morgan Stanley's Hornbach on Markets, Strategy
Matthew Hornbach, Head of Global Macro Strategy at Moragn Stanley, discusses his outlook for macro markets and investment strategy. He speaks with Haidi Stroud-Watts from the sidelines of the "Morgan Stanley Australia Summit" on "Bloomberg: The Asia Trade".
Bloomberg
11-06-2025
- Business
- Bloomberg
Morgan Stanley's Hornbach on Markets, Strategy
Matthew Hornbach, Head of Global Macro Strategy at Moragn Stanley, discusses his outlook for macro markets and investment strategy. He speaks with Haidi Stroud-Watts from the sidelines of the "Morgan Stanley Australia Summit" on "Bloomberg: The Asia Trade". (Source: Bloomberg)
Yahoo
11-06-2025
- Business
- Yahoo
Japan's Longer Debt Attractive for Foreigners, Morgan Stanley Says
(Bloomberg) -- Foreign investors are looking with interest at longer-term Japanese bonds, while it remains uncertain when the government will adjust how much of the debt it sells, Morgan Stanley says. Trump's Military Parade Has Washington Bracing for Tanks and Weaponry NY Long Island Rail Service Resumes After Grand Central Fire NYC Mayoral Candidates All Agree on Building More Housing. But Where? Senator Calls for Closing Troubled ICE Detention Facility in New Mexico California Pitches Emergency Loans for LA, Local Transit Systems 'You still have a tremendous amount of supply hitting the long-end of the Japanese government bond market, which is presenting value for investors outside of Japan' from Canada to Europe to Asia, the firm's global head of macro strategy Matthew Hornbach said on Bloomberg Television. 'The Ministry of Finance, which has a slower cadence in how it adjusts its issuance program, will eventually get the message from the investor community that it needs to pare back its issuance, but exactly the time frame for that is unclear,' Hornbach said. Yields for Japan's 30-year and 40-year government bonds have recently scaled new heights as the central bank pulls back from its massive bond-buying program and major Japanese financial institutions fail to fill in the gap. But global funds bought a record amount of Japan's super-long government bonds in April for a third straight month. There is speculation that Japan will adjust its issuance or buy back some of the debt to calm investor nerves. Hornbach said he expects long-term US Treasury yields and the dollar to move lower over time as the negative impacts of tariffs start coming through more clearly. He added that even if Japan's bonds can't hold down yields globally, central bank policies around the world should eventually bring down yields. 'Japanese government bond yields, for the large majority of my career in markets, were seen as the anchor point for global duration,' Hornbach says. 'Even though Japanese government bonds may no longer be considered the global anchor for bond markets, other central banks are acting in ways that I think ultimately lead to lower interest rates around the world.' New Grads Join Worst Entry-Level Job Market in Years The Spying Scandal Rocking the World of HR Software American Mid: Hampton Inn's Good-Enough Formula for World Domination Cavs Owner Dan Gilbert Wants to Donate His Billions—and Walk Again The SEC Pinned Its Hack on a Few Hapless Day Traders. The Full Story Is Far More Troubling ©2025 Bloomberg L.P. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
11-06-2025
- Business
- Bloomberg
Japan's Longer Debt Attractive for Foreigners, Morgan Stanley Says
Foreign investors are looking with interest at longer-term Japanese bonds, while it remains uncertain when the government will adjust how much of the debt it sells, Morgan Stanley says. 'You still have a tremendous amount of supply hitting the long-end of the Japanese government bond market, which is presenting value for investors outside of Japan' from Canada to Europe to Asia, the firm's global head of macro strategy Matthew Hornbach said on Bloomberg Television.
