MJune10,202407:48AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:Strategist+44207425-3518PositioningEdgesLongUSDZoe.Strauss@morganst...
CrossAssetResearch16June2024GlobalPortfolioManager'sDigestFOCUSPollingAheadEquityProductManagementGroupTerenceMaloneWeprovidecontextandperspectiveonresearchacrossregions+12125267578andassetclasses,...
Accessibleversion10June2024ChemicalMetalWatchEquityJapanPetrochemicals,electronicmaterials,oilChemicals,Metal&Cables,TradingrefininghouseIndustryOverviewTableofContentsPetrochemicals:USPVCpricestre...
MorganStanleyResearchGlobalJune17,202411:10AMGMTMorganStanleyGlobalMacroForumNavigatingaNoisyElectionJune17,2024MichaelZezas–GlobalHeadofFixedIncomeResearchStrategistArunimaSinha–GlobalEconomicsT...
GlobalMacroThoughtsFOCUSNotatimetogetcomplacentFICCResearchGlobalMacro24June2024AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USMaxKitson+44(0)2035552386max.kitson@barclays.comBarcl...
MJuly2,202409:31PMGMTFoundationAsiaQuantitativeStrategyAsiaPacificGlobalExposureGuide2024–EM/AsiaPacificThisisthe10theditionofourGlobalExposureGuidecovering1,700+stocksfromtheEmergingMarkets,AsiaP...
FICCResearchGlobalMacro20June2024GlobalOutlookSIGNATURECalmonthesurfaceAjayRajadhyaksha+12124127669WepreferGlobalequitiestofixedincomeoncemore,givenaajay.rajadhyaksha@barclays.combackdropofsolidglo...
MJuly2,202409:34PMGMTFoundationStrategyGlobalExposureGuide2024–EuropeOurGlobalExposureGuideisaproprietarydatabasethatquantifiestheregionalrevenueandcostexposureofEuropeancompanies.Thisproductisasi...
IncollaborationwithMcKinsey&CompanyTheGlobalCooperationBarometer2024INSIGHTREPORTJANUARY2024Images:GettyImagesContentsForeword3AbouttheGlobalCooperationBarometer4Executivesummary6Introduction:Thest...
MFebruary1,202412:55PMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-4630Correction:FOMCReaction:Ellen.Zentner@...
MorganStanleyResearchGlobalMarch4,202410:35AMGMTMorganStanleyGlobalMacroForumImmigrationandLaborSupply–ImplicationsfortheEconomyandMarketsMarch4,2024SerenaTang–GlobalHeadofCross-AssetStrategyStra...
MMay2,202401:01AMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-4630FOMCReaction:FirmHoldwithEllen.Zentner@morg...
MJanuary25,202405:01AMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-2647FOMCPreview:AnnualEllen.Zentner@morgan...
MMarch21,202401:17AMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-4630FOMCReaction:Supply-SideEllen.Zentner@mo...
MMay6,202405:05AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:NeutralStrategist+44207425-3518USDPositioningZoe.Strauss@morganstanle...
MFebruary26,202405:28AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:USDStrategist+44207425-3518PositioningStillLong,JPYandZoe.Strau...
MorganStanleyResearchGlobalFebruary12,202412:32PMGMTMorganStanleyGlobalMacroForumVishwanathTirupattur,JamesEganandVishwasPatkararefixedincomeanalystsandarenotopiningonequitysecurities.Navigatingthe...
MFebruary12,202407:04AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:ShortJPYStrategist+44207425-3518PositioningatHighestLevelZoe.St...
MMay3,202404:34PMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthDiegoAnzoategui+1212761-8573America+1212761-1445Economist+1212296-4882USInflation:AftertheUpswingDiego.Anzoategui@mor...
MMarch25,202405:00AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:LongStrategist+44207425-3518USDPositioningCreepsHigherZoe.Strauss@...
