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First Take: AMD, ANET, MSFT

Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
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First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today

QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
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Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW

My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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JPY: BoJ – still buy the rumour sell the fact?

Asia overnightInvestors are taking some risk off the table ahead of a very busy few days of central
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Midday Market Intelligence: idiosyncratic

...drivers of the marketApproximately 40% of the S&P 500 is expected to report this week across allsectors making it the biggest and perhaps one of the most important weeks of
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Mind the Sequencing; Adjustment Still on Track

Policy makers seem to be preparing the ground for a future FX unification. Although FX reserve accumulation will likely stall in
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Weekly Warm-up: Our Take on the Recent Price Action

Key Developments to Watch As Earnings Season Progresses...Earnings revisions breadth for the overall market has started to trend lower as we
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From the Global Director of Research | North America

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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Disinflation set to continue, but upside risks are plentiful over the summer

The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报

TECHNICAL ANALYSIS

2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line
海外研报