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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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2024年07月31日
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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2024年07月31日
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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2024年07月31日
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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2024年07月31日
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
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2024年07月31日
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
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2024年07月31日
South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track
Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above
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2024年07月31日
Summer revision courses: ECB rates
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
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2024年07月31日
Where will $6tn in money markets flow as the Fed cuts?
Fed rate cuts will usher in a regime shift in short dated fixed income allocationsFor much of H124 we have recommended credit allocations to the front end of the 7
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2024年07月31日
USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations
BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s
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2024年07月31日
