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10.07.26 - 09:30
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Morgan Stanley rät zur Reduktion französischer Staatsanleihen (Tichys Einblick)
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Wer Politik von Propaganda scheiden will, sollte Pressekonferenzen meiden und sich stattdessen mit prüfendem Blick dem Finanzmarkt zuwenden. Auf Anleihemärkten und Aktienbörsen werden Erwartungen von Millionen Anlegern gehandelt. Die Zukunft erhält gewissermaßen ein Preisschild. Und man ist gut beraten, genauer hinzuschauen, wenn eine der großen Investmentbanken wie das US-Haus Morgan Stanley vor europäischen Staatsschulden warnt
Der Beitrag Morgan Stanley rät zur Reduktion französischer Staatsanleihen erschien zuerst auf Tichys Einblick....
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18.06.26 - 21:00
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Just Days After Record IPO, SpaceX To Sell $20 Billion In Bonds (ZeroHedge)
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Just Days After Record IPO, SpaceX To Sell $20 Billion In Bonds
Earlier this week, we showed the unprecedented pace of hyperscaler Investment Grade debt accumulation, which according to Morgan Stanley calculations had doubled in just two quarters, rising from 0.9x leverage in Q3 '25 to 1.8x currently, a pace that has already surpassed the entire energy sector's gross leverage of 1.6%.
Source
We predicted that this staggering growth rate would continue increasing at a pace of over 0.3x per quarter, and moments ago we got another confirmation of the insatiable demand for AI debt when Bloomberg reported that just days after the biggest ever Initial Public Offering in history, bankers for SpaceX are preparing to hold calls with investors as soon as next week to discuss a potential bond offering.
The bond is expected to be at least $20 billion, and the investor calls may kick off on Monday. Plans and timing may change of the offering may yet change, according to Bloomberg.
SpaceX plans to is...
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16.12.25 - 01:48
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Stocks, Bonds and Dollar Waver Ahead of US Jobs Report | The Close 12/15/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Investment Management's Jim Caron, FDA Commissioner Dr. Marty Makary, Roth Capital Partners' Bill Kirk, Robinhood Markets' Johann Kerbrat, Russell Investments' Kate El-Hillow, Betterment's Sarah Levy, KPMG's Diane Swonk, Ford's Jim Farley, Crow Holding's Michael Levy, McKissack & McKissack's Cheryl McKissack Daniel. (Source: Bloomberg)...
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