海外研报

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.

MS_Copper, China and Concentrates_20241021

China stimulus is positive for copper, all else equal. Falling property completions

MS_Charts That Caught My Eye_20241022

A guiding principle at Morgan Stanley Research is to enhance

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past