Restricted-ExternalFOCUS22July2024GlobalMacroThoughtsApoliticalearthquakeintheUSAjayRajadhyaksha+12124127669ajay.rajadhyaksha@barc...
GlobalFXStrategy22July2024JPMORGANwww.jpmorganmarkets.comGlobalFXStrategyAntoninTDelairAC(44-20)7134-4643antonin.t.delair@jpmorgan...
GlobalMacroResearchJuly22,2024LuisOganesAC(44-20)7742-1420luis.oganes@jpmorgan.comJ.P.MorganSecuritiesplcSeeendpagesforanalystcert...
MUpdateGlobalMacroCommentary|NorthAmericaJuly15MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly16MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly17MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly19MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly22MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly23MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly24MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly25MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MUpdateGlobalMacroCommentary|NorthAmericaJuly26MorganStanley&Co.LLCAlexandraMaierStrategistAlexandra.Maier@morganstanley.com+12127...
MGlobalIdeaGlobalMacroStrategistCitius,Altius,FortiusMorganStanley&Co.LLCMatthewHornbachStrategistMatthew.Hornbach@morganstanley.c...
MGlobalIdeaGlobalMacroStrategistL-igh-t-ningCrashesMorganStanley&Co.LLCMatthewHornbachStrategistMatthew.Hornbach@morganstanley.com...
MUpdateGlobalMacroStrategy|GlobalGlobalFXPositioning:USDPositioningMovesClosertoNeutralMorganStanley&Co.LLCZoeKStraussStrategistZo...
MUpdateGlobalMacroStrategy|GlobalJulyIndexExtensionsEurogoviesextendby0.061y,lowerthanavg;USTs0.041y,lowerthanavg;UKTstocontract;e...
MORGANSTANLEYRESEARCHJuly15,2024InterestRateStrategyPositionsandFlowsReportWeeklyMarketPositioningDataCFTCNon-CommercialFuturesPos...
MORGANSTANLEYRESEARCHJuly23,2024InterestRateStrategyPositionsandFlowsReportWeeklyMarketPositioningDataCFTCNon-CommercialFuturesPos...
MUpdateGlobalMacroStrategy|NorthAmericaUSRateVolatilityScreenerWeanalyzepriceactioninUSinterestratevolatilitymarkets,particularlyi...
MIdeaUSEconomics&GlobalMacroStrategy|NorthAmericaFOMCPreview:JulyMeetingMorganStanley&Co.LLCEllenZentnerChiefUSEconomistEllen.Zent...
