海外研报
筛选
The storm before the calm?
sectors had wow down moves of less than -2%. Moreover,Real Estate actually finished the week in positive territory.
海外研报
2024年08月12日
A slowing, not a slump: what we're watching
We expect a moderate slowdown, and the Fed cutting 25bps in September. But the burden of proof is on the soft landing. Last
海外研报
2024年08月12日
Japan Equities and the Yen
Incoming economic data may drive a further unwinding of JPY carry trades/FXhedged activity from overseas equity investors. We retain a bullish JPY skew.
海外研报
2024年08月12日
The Global 360 Our views around the world
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of
海外研报
2024年08月12日
Implied Thoughts Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月12日
Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
Signals from the Credit Market for US Growth Risks
We think signals from the corporate credit market are fully consistent with a soft landing.
海外研报
2024年08月19日
The US Fiscal OutlookIs Unsightly,But A Debt Crisis Is Not Inevitable
Executive SummaryInvestors have observed that pandemic spending materially worsened the USfiscal outlook and are asking our US strategists about it in nearly every meeting
海外研报
2024年08月20日
