海外研报
筛选
“Vast majority” of FOMC looking for September cut
A number of data releases will be on the docket, highlighted by PCE inflation for July. Also on tap are personal income & spending, Q224 GDP
海外研报
2024年08月27日
THE PERKINS RULE REVISITED
I’ve had a lot of questions about the Perkins rule, the idea that it is a CONTRACTION INEMPLOYMENT that signals recession, not a gradual drift higher in the jobless rate (the
海外研报
2024年08月27日
Cycle Playbook – Preparing for a Peak
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27日
Five Stocks in Focus: CCJ, CLMT, CNQ, VLO and COP
In this brief note, we highlight five stocks that are top of mind for investors as weposition for the day ahead. We highlight (1) improved sentiment on Cameco on the
海外研报
2024年08月27日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 34
Total traffic results for US Class I rails under coverage imply carload growth nat +9.4% YoY in week 34, an acceleration versus +6.9% YoY in week 33.
海外研报
2024年08月27日
Asia-Pacific Inflation Monitor: Uptick in July
This publication summarizes regional and economy-specific inflation data across nthe Asia-Pacific economies we cover. The latest data points are for July 2024 in
海外研报
2024年08月27日
Food for Thought: Potential Catalysts to Watch
SPX forward volatility term structure illustrates how equitymarkets are keeping eyes on the Fed, jobs and inflation as a
海外研报
2024年08月27日
Global Economics Weekly Key Global Data
A summary of forthcoming data releases and market-moving
海外研报
2024年08月27日
