Ted Pick (Ted Pig in transcript) - Morgan Stanley Chairman and CEO
speaker
139 appearances
1 recordings
1 series
first heard Jan 2026
last heard 21 Jan
Ted Pick (Ted Pig in transcript) - Morgan Stanley Chairman and CEO’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
Corporate health.
Well, I mean, this Japan trade's been talked about forever.
And I would expect that in a lot of, you know, highly indebted countries, you know, off the Liz Truss moment, where the demographics are poor, and you don't have the wherewithal or fiat to kind of work your way through that, there could be some vulnerability.
So what does that mean?
That means if we were to sort of do our
economics meets, you know, poli-sci thing, I think that means you want to get closer to places where you can act in your joint economic interest.
And I think the Japanese example is one that we should continue to pay attention to.
I wouldn't be surprised if we see pockets of that now and then when, you know, there's a little talk of the balance sheet looks lousy, but we're going to inject a little stimulus and let's see if anyone notices.
Yeah, they noticed.
So, you know, you sort of have to, you know, then you adjust.
It's, you know, it's a trial balloon.
It gets pulled back.
And that's probably healthy for markets.
You know, you see a lot of that's been bought back today.
But that's different than the U.S.
Treasury phenomenon.
That's been hugely overblown.
The reality is that when we did this a year ago, the Treasury Secretary, as you know better than anyone, was talking about the 10-year being so important.
important to keep an eye on.
I think the tenure is around 457, 455, 460.
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