Morning Meeting: Global Recession Prospects

Andrew Sheets from Morgan Stanley discusses the global economic outlook, highlighting increased recession risks and interest rate forecasts. He explains the impact of international rate comparisons and advises reducing equity exposure while investing in Treasurys. Sheets also discusses the Federal Reserve's slower rate hikes and their implications for the FX market, maintaining a bullish stance on the dollar. The discussion concludes with insights into emerging market dynamics and the continuation of the dollar bull market.

What does Andrew Sheets suggest about the supply argument regarding Treasury yields?

What is Andrew Sheets' perspective on the future of the dollar bull market?