"Macro"的相关文档 - 文档中心

标签“Macro”的相关文档，共146条

Deutsche Bank-Asia Macro Strategy Notes RMB A stock check on the propert...
14June2024DeutscheBankResearchAsiaChinaForeignExchangeAsiaMacroStrategyNotesDateRMB:AstockcheckonthepropertysectorOn17May,theChine...
2024-07-31164516 KB17
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-108646953
MORGANSTANLEYRESEARCHJune10,2024InterestRateStrategyPositionsandFlowsReportWeeklyMarketPositioningDataCFTCNon-CommercialFuturesPos...
2024-07-31562580.39 KB19
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Morgan Stanley Fixed-Global Macro Strategy Global FX Positioning Increasing Sho...-108729372
MJune17,202404:00AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:Strategist+44207425-3518IncreasingShortEURExposureZoe.Strauss@morga...
2024-07-29977516.41 KB9
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Barclays_Global_Macro_Thoughts_Time_for_a_pull_back
GlobalMacroThoughtsFOCUSTimeforapull-backFICCResearchGlobalMacro17June2024AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USMaxKitson+44(0)2035552386max.kitson@barclays.comBarclays,UK...
2024-07-261648974.43 KB2
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Morgan Stanley Fixed-Global Macro Commentary June 11-108668894
MJune11,202410:35PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryNorthAmericaAlexandraMaier+1212761-0428+44207425-9781June11StrategistAlexandra.Maier@morganstanley.com+1212761-2779USTsrallyafte...
2024-07-261533506.87 KB2
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Morgan Stanley Fixed-Global Macro Commentary June 12-108683090
MJune12,202410:54PMGMTUpdateGlobalMacroCommentaryNorthAmericaMorganStanley&Co.LLC+1212761-0428+44207425-9781June12AlexandraMaier+1212761-2779WeakUSCPIsupportsUSTrally;JuneSEPshowsonecutinStrategist...
2024-07-261240510.46 KB11
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Morgan Stanley Fixed-Global Macro Strategy Global FX Positioning Positioning Ed...-108642592
MJune10,202407:48AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:Strategist+44207425-3518PositioningEdgesLongUSDZoe.Strauss@morganst...
2024-07-261186516.79 KB2
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Morgan Stanley Fixed-Morgan Stanley Global Macro Forum Navigating a Noisy Electi...-108734238
MorganStanleyResearchGlobalJune17,202411:10AMGMTMorganStanleyGlobalMacroForumNavigatingaNoisyElectionJune17,2024MichaelZezas–GlobalHeadofFixedIncomeResearchStrategistArunimaSinha–GlobalEconomicsT...
2024-07-24583777.17 KB27
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-108958834
MORGANSTANLEYRESEARCHJuly1,202402:00PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthJuly1,2024AmericaaInterestRateStrategyAmericaPositionsandFl...
2024-07-241646575.2 KB17
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Barclays_Global_Macro_Thoughts_Not_a_time_to_get_complacent
GlobalMacroThoughtsFOCUSNotatimetogetcomplacentFICCResearchGlobalMacro24June2024AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USMaxKitson+44(0)2035552386max.kitson@barclays.comBarcl...
2024-07-2416141.14 MB23
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Barclays_FX_EM_Macro_Strategy_Quarterly_Outlook_Of_underpriced_divergence_and_rising_political_risks
FICCResearchFXStrategy18June2024FX&EMMacroStrategyQuarterlyOutlookFOCUSOfunderpriceddivergenceandrisingThemistoklisFiotakispoliticalrisks+44(0)2077732002themos.fiotakis@barclays.comThedollarislikel...
2024-07-2017633.92 MB17
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Morgan Stanley Fixed-Global Macro Strategist The Debates Rage On
MJune22,202412:07AMGMTGlobalIdeaGlobalMacroStrategistMorganStanley&Co.LLC+1212761-1837+1212761-1445TheDebatesRageOnMatthewHornbach+1212761-5287+1212761-6076Toease,ornottoease,thatisthequestion.Whil...
2024-07-186353.27 MB21
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Morgan Stanley Fixed-Global Macro Data Japan Macro Data Tracker - 20240322-107165040
MMarch22,202408:36AMGMTUpdateGlobalMacroDataJapanMorganStanleyMUFGSecuritiesCo.,Ltd.++8136836-8428JapanMacroDataTracker-KoichiSugisaki2024/03/22StrategistWeprovideholisticdailydatasetandchartsforJa...
2024-05-22908609.78 KB16
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-107741616
MORGANSTANLEYRESEARCHApril22,202412:44PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthApril22,2024AmericaaInterestRateStrategyAmericaPositionsa...
2024-05-221490584.83 KB9
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Morgan Stanley Fixed-US Economics Global Macro Strategy Correction FOMC React...-106260699
MFebruary1,202412:55PMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-4630Correction:FOMCReaction:Ellen.Zentner@...
2024-05-221015577.03 KB22
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Morgan Stanley Fixed-Morgan Stanley Global Macro Forum Immigration and Labor Sup...-106842725
MorganStanleyResearchGlobalMarch4,202410:35AMGMTMorganStanleyGlobalMacroForumImmigrationandLaborSupply–ImplicationsfortheEconomyandMarketsMarch4,2024SerenaTang–GlobalHeadofCross-AssetStrategyStra...
2024-05-2265611.85 KB9
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Morgan Stanley Fixed-Global Macro Data Japan Macro Data Tracker - 20240126-106169209
MJanuary26,202409:10AMGMTUpdateGlobalMacroDataJapanMorganStanleyMUFGSecuritiesCo.,Ltd.++8136836-8428JapanMacroDataTracker-KoichiSugisaki2024/01/26StrategistWeprovideholisticdailydatasetandchartsfor...
2024-05-221395611.21 KB15
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-106221208
MORGANSTANLEYRESEARCHJanuary30,202410:06AMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthJanuary29,2024AmericaaInterestRateStrategyAmericaPositi...
2024-05-22231584.86 KB1
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-107898804
MORGANSTANLEYRESEARCHApril29,202401:50PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthApril29,2024AmericaaInterestRateStrategyAmericaPositionsa...
2024-05-221670578.19 KB15
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Morgan Stanley Fixed-Global Macro Strategy Positions and Flows Report-106844956
MORGANSTANLEYRESEARCHMarch4,202412:04PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthMarch4,2024AmericaaInterestRateStrategyAmericaPositionsand...
2024-05-221754579.4 KB7
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