Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, discusses the feedback and debates surrounding their 2026 global economic and market outlooks. Key areas of discussion included their constructive stance on AI and data center-related CAPEX, the pivotal role of credit markets in financing AI investments, and projections for US credit supply and modest widening in credit spreads. They also addressed pushback on their economic forecasts, particularly regarding the extent of AI-driven growth and the European Central Bank's future rate cuts, as well as engaging in dialogue on China's economic outlook.
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