Do all tough reforms have a high political cost? Reformist governments in Southern Europe are proving otherwise. Our Emerging market debt team explores: https://mgstn.ly/4f6bVWq
Morgan Stanley Investment Management’s Post
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December saw two parliamentary no-confidence votes in France and Germany, while the yield-spread between the two countries’ 10-year benchmark notes climbed to 80bps in mid-December from 55bps at the start of the year. Read more on how global government debt markets moved in the final edition for 2024 of our Government Bond Update: https://lnkd.in/eJtkNpEa #FixedIncome #GovernmentBonds #OnTradeweb
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/eczBJN3c
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/gAWyCGNa
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/ecetTRnf
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With political turmoil in France exacerbating concerns about the country’s rising debt burden, this week’s Bond Bulletin asks where fixed income investors can find opportunities elsewhere in Europe’s bond markets. https://bit.ly/3OMMxdy
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/eiWxp3hx
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With political turmoil in France exacerbating concerns about the country’s rising debt burden, this week’s Bond Bulletin asks where fixed income investors can find opportunities elsewhere in Europe’s bond markets. https://bit.ly/4gqFD9P
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/eidEwtww
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/eZMyj7Xe
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Successive crises have saddled governments with debt and higher funding costs. Will fiscal’s long-covid harm growth in the years ahead? Click the link below for our views on fiscal policy and growth in 2025. https://lnkd.in/esUUZZdd
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