MGlobalIdeaGlobalEMStrategistUSDWeaknessIsNotSustainableMorganStanley&Co.Internationalplc+JamesKLordStrategistJames.Lord@morganstanley.com+44207677-3254NevilleZMandimikaStrategistNeville.Mandimika@morganstanley.com+44207425-2509PascalNBodeStrategistPascal.Bode@morganstanley.com+44207425-3282MorganStanley&Co.LLCSimonWaeverStrategistSimon.Waever@morganstanley.com+1212296-8101IoanaZamfirStrategistIoana.Zamfir@morganstanley.com+1212761-4012EmmaCCerdaStrategistEmma.Cerda@morganstanley.com+1212761-2344MorganStanleyAsiaLimited+MinDaiStrategistMin.Dai@morganstanley.com+8522239-7983GekTengKhooStrategistGek.Teng.Khoo@morganstanley.com+8523963-0303InstitutionalInvestorGlobalFixedIncomePollisnowopen.Wehopeyouhaveenjoyedourresearchoverthepastyearandappreciateyoursupport.Requestyourballot.The2024InstitutionalInvestor(II)GlobalFixed-IncomeSurveyisopen.Ifyouenjoyourwork,pleaserateusfivestarsinGlobal>MacroStrategyetal.Globalgrowthandinflationdataaresoft.ThisisnottypicallyUSD-negativeandsothedeclineinyieldsislikelymoresustainable.WecontinuetorecommendHYoverIGincredit.FX&EMStrategy:Wedon’tbelievethataweakerUSDissustainable.GrowthandinflationdataoutsidetheUShardlypointtoaweakUSD,evenifUSdatado.ThissuggeststhatthedeclineinbondyieldsismoredurablethantheweaknessinUSD,despitemonth-to-datetrends.SovereignCreditStrategy:Westickwithou...
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