海外研报
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The storm before the calm?
sectors had wow down moves of less than -2%. Moreover,Real Estate actually finished the week in positive territory.
海外研报
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
海外研报
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
海外研报
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
海外研报
2024年08月12日
Implied Thoughts Four key takeaways from the latest sell-off
The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
海外研报
2024年08月12日
On Our Minds-Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月12日
US Economics Weekly Risingunemployment is not“transitory'
CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away
海外研报
2024年08月14日
There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global
Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F
海外研报
2024年08月14日
Central Bank Policy Tracker August 2024
Recent policy changes: DM central banks have continued to cut rates, with23.3% (on a GDP-weighted basis) lowering policy rates over the last three
海外研报
2024年08月14日
G7 and BIC outlook
Although the labor market has cooled substantially, there is not enough evidence of recession in the near-term.
海外研报
2024年08月14日
