MJanuary10,202411:44PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+1212761-0407January10MartinWTobias,CFA+1212761-4703+1212761-2779Fed'sWilliamssayspointofslowingrunoffisnotclose;USTsStrategist+44207425-1877twist-steepen;JPYdisplaysbroadweaknessaftersoftlaborMartin.Tobias@morganstanley.comearnings;EURgains,EGBsflattenafterSchnabelcomments;+8136836-8428KRWfallswithlargeequityoutflows;IBRratesgain;DXYatZoeKStrauss102.36(-0.2%);US10yat4.028%(+1.5bp).+8522239-7983Strategist•NewYorkFedPresidentWilliamscites"nosignsofadverseeffectsZoe.Strauss@morganstanley.comonmarketfunctioning"fromQT,andhedoesnotbelievetheFOMCisclosetothepointofslowingitspaceofassetrunoff.EliPCarter•USTstwist-steepeninmutedsessionaheadofDecemberCPI;aStrategiststrongresultinthe$37bn10yre-openingauctionisondisplay,withEli.Carter@morganstanley.comonlyaminortail,beforeThursday'sfirst-tierriskevent.LenoyDujon•JPYexhibitsbroad-basedweaknessaftertotalcashearningsdeceleratesignificantlyinNovemberwhilerealwagesremainUS/CanadaEconomistnegative.Lenoy.Dujon@morganstanley.com•EUR/USD(+0.4%)risesandEGBcurvesflatten,withfront-endMorganStanley&Co.Internationalplc+underperformance,followingcommentsbyECBGoverningCouncilMemberSchnabelthatisit"tooearlytodiscussratecuts."Marie-AnaisCFrancois•KRWfalls0.3%,to1320againstUSD,amidadeclineinKO...
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