'Bloomberg Real Yield': Morgan Stanley's Matt Hornbach

The video discusses the current state of fiscal policy, market expectations, and the potential for additional fiscal stimulus. Matt Hornbach from Morgan Stanley provides insights into market dynamics and investment strategies, particularly in the context of the upcoming election. The discussion also covers the analysis of Treasury and Bund spreads, with a focus on interest rates and the Federal Reserve's stance. The video concludes with a preview of upcoming economic events and data releases.

How does the discussion of the German bond market relate to US Treasury yields?

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What is the significance of the Fed's stance on treasury yields in relation to fiscal policy?

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What are the expected outcomes if the 30-year long bond yield exceeds 2%?

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