SCOUT· 41%5m·2026-10-02·MoneyThe Tension Between Equities and Bonds
Our Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at…
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“What do you mean when you say "the 2 markets are moving in the same direction"? The stock market is rising and the bond market is falling. Unless you are referring to the capital flows.”
“Good review of ERP, Equity Risk Premium, as it relates to bond ylds. The more durable and/or growing bond ylds are, the more the SP500 p/e multiple needs to come down to be attractive vs bonds. A current 10yr yld of 5.25% suggests a p/e of…”
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