海外研报
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Taking stock, looking ahead
We expect a muted recovery in European and US steel prices into YE, underpinned by a seasonal pick-up in activity and, in
海外研报
2024年08月26日
What's Priced In? Boom or Bust?
We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we
海外研报
2024年08月26日
Venture Vision: Back to Neverland?
On the cusp of US rate cuts, according to our Economists, anticipation is high that venture/growth markets will step in to
海外研报
2024年08月26日
“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
