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Is Gold A Good Place To Hide?
Despite the recent market rout, gold's performance has maintained its leadership position. Global equities arup 7.5% in 2024YTD, global bonds are up 2.6% over the same period while gold prices have rallied by a soli17%. Given our high conviction
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2024年08月12日
European equities: Q2 2024 earnings season recap
Cautious guidance: Current market volatility is due to a combination of factors in a poorliquidity month and cautious corporate guidance. We continue to recommend a defensivestance and buying into high-quality companies that have derated.
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2024年08月12日
Global Macro Watch Known Unknowns 11 – 16 August
July US CPI should be good enough for a September cutWe forecast headline CPI rose by 0.3% mom in July, owing mainly to a pickup in core
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2024年08月12日
Data offers a bit of comfort, but sentiment still fragile
CPI inflation has improved in recent months following the hotter-thanexpected data in Q124, and we expect that trend to continue with another
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2024年08月12日
European and US Credit:Weekly ChartpackAn overview of credit markets
Credit spreads widened notably towards the end of last week in the wake of weaker thanexpected US labour market numbers, a theme that we previously highlighted in our H2outlook (H2 outlook- borowed time, 4 June 2024). Our base case
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2024年08月12日
Investor Allocations
Marginal decline in price momentum; fund inflows remain strongAmid a somewhat a dovish tone in the July FOMC meeting, which laid thegroundwork for possible rate cuts in September and beyond, globalequities (FTSE All World) ended the month
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2024年08月12日
The storm before the calm?
sectors had wow down moves of less than -2%. Moreover,Real Estate actually finished the week in positive territory.
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2024年08月12日
US Weekly Prospects
Compared to last week’s event-filled calendar, the relatively quiet schedule this week gave time to pause and reflect on the
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2024年08月12日
A slowing, not a slump: what we're watching
We expect a moderate slowdown, and the Fed cutting 25bps in September. But the burden of proof is on the soft landing. Last
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2024年08月12日
The Global 360 Our views around the world
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
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2024年08月12日
