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Weakened consensus on monetary policy

Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
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BA pleads guilty to criminal fraud. How could this affect BDS in the future?

On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
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Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)

Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
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Regional Market Focus ETF in Focus

The ageing global population and rising life expectancy are driving an increase in healthcare spending. Healthcare accounts for over 10% weightage in major global indices
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Charts That Caught My Eye

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?

Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
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USD: are FX markets complacent?

Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
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USD CPI market preview

Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
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Emerging Markets Asia: June 2024

Asia ex-China’s net portfolio inflows rose to USD10.9bn in June 2024 from USD7.5bn in May. Lower inflation numbers in the US kept the hope of Fed
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2Q Preview: Screening for Dislocations (SLB), Momentum (AR, CCJ), and Catalysts (WFRD)

Heading into 2Q24 and 2H24, we remain focused on stocking picking versusthematic exposures similar to so far this year, and see three key buckets of
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