MFebruary26,202411:57PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781February26StrategistMartin.Tobias@morganstanley.com+1212761-4703USTsendmil...
MFebruary10,202412:14AMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781February9MartinWTobias,CFA+1212761-4703AnnualUSCPIrevisionsunderwhelm,USTsendmildlycheaper;...
MApril6,202412:26AMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781April5StrategistMartin.Tobias@morganstanley.com+1212761-4703LackofblemishesinM...
MMay4,202412:24AMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781May3StrategistMartin.Tobias@morganstanley.com+1212761-4703AprilUSjobsreportissof...
MJanuary24,202411:26PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781January24MartinWTobias,CFA+1212761-4703JGBsell-offdeepens,focusonBoJnormalization;StrongUSSt...
MJanuary6,202412:28AMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+1212761-0407January5Strategist+1212761-4703Martin.Tobias@morganstanley.com+1212761-2779Co...
MJanuary10,202411:44PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+1212761-0407January10MartinWTobias,CFA+1212761-4703+1212761-2779Fed'sWilliamssayspointofslowingrunoffisno...
MFebruary21,202412:09AMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781February20StrategistMartin.Tobias@morganstanley.com+1212761-4703Canadianra...
MFebruary1,202411:58PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781February1StrategistMartin.Tobias@morganstanley.com+1212761-4703FurtherUSCRE...
MJanuary27,202412:37AMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781January26StrategistMartin.Tobias@morganstanley.com+1212761-4703MildUSTtwist...
MFebruary16,202411:51PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+1212761-0407February16Strategist+1212761-4703Martin.Tobias@morganstanley.com+1212761-27...
MApril8,202410:46PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+1212761-0407April8MartinWTobias,CFA+1212761-4703+1212761-2779Sharpcurveflatteningextendswithfront-endTsyloss...
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MApril25,202410:51PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781April25MartinWTobias,CFA+1212761-47031Q24USCorePCEupsidesurprisepushesoutFedratecutStrategist+...
MJanuary30,202411:59PMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781January30MartinWTobias,CFA+1212761-4703USTstwistflatten,earlymonth-endactivitysupportslong-e...
MMarch18,202410:29PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+1212761-0407March18Strategist+1212761-4703Martin.Tobias@morganstanley.com+1212761-2779USD/...
MFebruary22,202411:38PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781February22StrategistMartin.Tobias@morganstanley.com+1212761-4703AIoptimism...
MApril15,202410:54PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781April15StrategistMartin.Tobias@morganstanley.com+1212761-4703Renewedescalatio...
MMarch5,202411:52PMGMTMorganStanley&Co.LLCUpdateGlobalMacroCommentaryGlobalMartinWTobias,CFA+1212761-6076+44207425-9781March5StrategistMartin.Tobias@morganstanley.com+1212761-2779USTsbull-flattenas...
MFebruary14,202412:11AMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+44207425-9781February13MartinWTobias,CFA+1212761-4703OERdrivesabove-expectationsUSJanuaryCPI;USTsbear-St...