MORGANSTANLEYRESEARCHJune10,2024InterestRateStrategyPositionsandFlowsReportWeeklyMarketPositioningDataCFTCNon-CommercialFuturesPos...
JapanFXStrategy03July2024JPMORGANwww.jpmorganmarkets.comJapanMarketsResearchJunyaTanaseAC(81-3)6736-1270junya.tanase@jpmorgan.comJ...
MFoundationMorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResearch.Asaresult,investorsshouldbeawarethatth...
MJune17,202404:00AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:Strategist+44207425-3518IncreasingShortEURExposureZoe.Strauss@morga...
DeutscheBankFixedIncomeDateResearch2July2024AsiaThematicAsiaStrategyNotesChinaRMB:PBoCrestartbondtradingIntherecentannualLujiazuiForum-ahigh-profiletwo-dayfinancialconferenceinPerryKojodjojoShangha...
MJuly2,202409:33PMGMTFoundationJapanEquityStrategyJapanGlobalExposureGuide2024–JapanEveryyear,wesurveyourglobalcoverageforexposuretocertainregionsandcountries.Thisisourfirstsuchsurveyfocusedexclus...
MJune10,202407:48AMGMTMorganStanley&Co.LLCUpdateGlobalMacroStrategyGlobalZoeKStrauss+1212761-0407+1212761-5287GlobalFXPositioning:Strategist+44207425-3518PositioningEdgesLongUSDZoe.Strauss@morganst...
MJune13,202409:00PMGMTMorganStanleyAsiaLimited+UpdateChinaEquityStrategyAsiaPacificLauraWang+8522848-6853+8522848-7293A-ShareSentimentEdgeddownEquityStrategist+8523963-4186asUnbalancedGrowthLaura.W...
MORGANSTANLEYRESEARCHJuly1,202402:00PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthJuly1,2024AmericaaInterestRateStrategyAmericaPositionsandFl...
MJune23,202408:58PMGMTAsiaPacificInsightIndiaTechnology:InternetStrategyMorganStanleyIndiaCompanyPrivateLimited++91226118-2237+91226118-2249StayingbullishGauravRateria+91226118-1002+91226118-2234De...
FICCResearchFXStrategy18June2024FX&EMMacroStrategyQuarterlyOutlookFOCUSOfunderpriceddivergenceandrisingThemistoklisFiotakispoliticalrisks+44(0)2077732002themos.fiotakis@barclays.comThedollarislikel...
MJuly2,202409:31PMGMTFoundationAsiaQuantitativeStrategyAsiaPacificGlobalExposureGuide2024–EM/AsiaPacificThisisthe10theditionofourGlobalExposureGuidecovering1,700+stocksfromtheEmergingMarkets,AsiaP...
MMarch4,202404:31PMGMTUpdateAsiaEMEquityStrategyAsiaPacificMorganStanleyAsia(Singapore)Pte.++656834-8172+656834-6597APxJ/EM4Q23Results-SolidJonathanFGarner+8522239-1468InningsfromAustralia,India,+6...
MORGANSTANLEYRESEARCHApril22,202412:44PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthApril22,2024AmericaaInterestRateStrategyAmericaPositionsa...
MFebruary1,202412:55PMGMTMorganStanley&Co.LLCIdeaUSEconomics&GlobalMacroStrategyNorthEllenZentner+1212296-4882America+1212761-1445ChiefUSEconomist+1212761-4630Correction:FOMCReaction:Ellen.Zentner@...
MORGANSTANLEYRESEARCHJanuary30,202410:06AMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthJanuary29,2024AmericaaInterestRateStrategyAmericaPositi...
MJanuary22,202409:17AMGMTUpdateAsiaQuantitativeStrategyAsiaPacificMorganStanleyAsiaLimited++8522848-7102+8522848-8845ADRsFlowsMaster–GilbertWong,CFA+8522848-6853InstitutionalOwnership&ShortInteres...
MORGANSTANLEYRESEARCHApril29,202401:50PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthApril29,2024AmericaaInterestRateStrategyAmericaPositionsa...
MORGANSTANLEYRESEARCHMarch4,202412:04PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthMarch4,2024AmericaaInterestRateStrategyAmericaPositionsand...
MORGANSTANLEYRESEARCHApril16,202401:06PMGMTMorganStanley&Co.LLCFrancescoGrechiStrategistFrancesco.Grechi@morganstanley.com+1212761-1005NorthApril16,2024AmericaaInterestRateStrategyAmericaPositionsa...