Signs That Global Growth May Be Ahead | Thoughts on the Market | Morgan Stanlet
This summary analyzes the Morgan Stanley "Thoughts on the Market" podcast featuring Andrew Sheets, Global Head of Fixed Income Research, published on February 12, 2026.
The "Overlapping Signal": A Philosophy of Indicators
The core thesis of the podcast is that while individual economic indicators can be unreliable, a collective alignment across diverse sectors provides a powerful signal for global growth. Sheets notes that despite a volatile start to 2026—marked by swings in Japanese government bonds and software stocks—a variety of indicators linked to global cyclical optimism are all moving "up and to the right".
References
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