海外研报

MS_Global Economic Briefing The Global 360_20241002

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley

What you need to know for the week ahead

This week's economic calendar is relatively light with the main highlights being the

Near-Term EBIT Expectations Still Seem High, but Why We Are Bullish into '25

We see tactical risk to 4Q EBIT but are buyers on weakness into

Deutsche Bank Research - Asset Allocation - Oct 3

While resilient macro growth is supportive, lower oil prices are a notable

Friday Finish – US Economics | North America Labor of Love

Data this week reinforce our view that the labor market remains

Foreign Exchange Outlook

While the US presidential election is not until 5

Asia FX Outlook Q4 2024 - Ride with the tide

This year so far, we saw strong world trades and a resilient global economy. We expect the

ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –