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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
海外研报
2024年07月31日
Robust headline growth with underlying weakness
Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
海外研报
2024年08月08日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12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
StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus
StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
海外研报
2024年08月30日
GS--Communacopia + Technology Conference 2024 — Key Takeaways02
Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报
2024年09月16日
GS--What’s Powering Your Services Recap - 9/27/24
This week in Business & Information Services, we analyzed the latest online traffic
海外研报
2024年09月29日
GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration
This publication summarizes regional and country-specific growth data across
海外研报
2024年10月07日
