海外研报

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

FOMC preview

We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to

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

Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy

BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled

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

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

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