Episode 1715 · Thoughts on the Market
When Does Higher U.S. Debt Start to Matter?
26 Aug 2026 · 4 min
Episode notes
Our Global Head of Fixed Income Research Andrew Sheets discusses when and how higher yields and mounting U.S. debt could become more than abstract concerns.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 Morgan Stanley. Today, at what point do higher yields and higher debt actually matter? It's Wednesday, August 26th at 2pm in London. In its first 240 years, the United States of America accumulated roughly $20 trillion in federal debt. The country has borrowed another…
Thoughts on the Market
by Morgan Stanley · English · Business
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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