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Morgan Stanley Fixed-Global Macro Commentary February 2-106318137

MFebruary3,202412:53AMGMTUpdateGlobalMacroCommentaryGlobalMorganStanley&Co.LLC+1212761-6076+1212761-0407February2MartinWTobias,CFA+1212761-4703+1212761-2779UnexpectedlystrongNFPssparkUSTBear-flatte...

时间:2024-05-22 15:23栏目:券商报告(周更新)

JPMorgan-ChinaHK Property The whitelist may not benefit distressed d...-106230123

AsiaPacificEquityResearch31January2024China/HKPropertyChinaPropertyKarlChanACThewhitelistmaynoTBenefitdistresseddevelopers/(852)2800-8513Implicationsofanoffshorewinding-upkarl.chan@jpmorgan.comBloo...

时间:2024-05-22 15:19栏目:券商报告(周更新)

Global Fund Manager Survey-Pretty Fully Bully

AccessibleversionGlobalFundManagerSurveyPrettyFullyBullyBofAAprilGlobalFundManagerSurvey16April2024BottomLine:mosTBullishFMSsinceJan’22;biggestjumpinglobalgrowthoptimismInvestmentStrategysinceMay...

时间:2024-05-22 15:11栏目:券商报告(周更新)

Morgan Stanley Fixed-Morgan Stanley ABS Strategy European ABS CharTBook-107740812

April22,202411:34AMGMTRESEARCHDATAEuropeanABSCharTBookMORGANSTANLEYRESEARCHEuropeHighlightsoftheweekMorganStanley&Co.Internationalplc+•Abusyanddiverseweeksaw€1.4blnpriceinprimary.Pricingat+95bpwa...

时间:2024-05-22 15:09栏目:券商报告(周更新)

The Flow Show-Bull Traps & Bear Slaps-240502

AccessibleversionTheFlowShowBullTraps&BearSlapsScoresontheDoors:crypto22.0%,gold11.5%,oil9.8%,commods7.9%,stocks4.5%,02May2024USdollar4.2%,cash1.8%,HYbonds0.5%,IGbonds-2.7%,govTBonds-5.9%YTD.Invest...

时间:2024-05-22 14:51栏目:券商报告(周更新)

Morgan Stanley-Global Basic Materials Iron Ore CharTBook – January 2024-106496558

MFebruary13,202405:01AMGMTUpdateGlobalBasicMaterialsGlobalMorganStanley&Co.LLC+1212761-4927+55113048-6198IronOreCharTBook–JanuaryCarlosDeAlba2024EquityAnalysTBenchmarkironorepriceincreased2.8%Y/Y,...

时间:2024-05-22 13:32栏目:券商报告(周更新)

HTI消费品1月需求月报:餐饮品牌同店同比或有承压-20240201-海通国际-14页

研究报告ResearchReport1Feb2024中国必需消费ChinaStaplesHTI消费品1月需求月报:餐饮品牌同店同比或有承压RestauranTBrandsmayFacePressureComparedtotheSameStoreLastYear[InTavebsletm_yeenmteFio1c]us(Please...

时间:2024-05-22 13:28栏目:券商报告(周更新)

Morgan Stanley-China Financials Higher government bond issuance offsets sl...-105929508

MJanuary14,202406:14PMGMTUpdateChinaFinancialsAsiaPacificMorganStanleyAsiaLimited++8522848-6729+8523963-2224HighergovernmenTBondRichardXu,CFA+8523963-4624issuanceoffsetsslowerloangrowthinDecEquityA...

时间:2024-05-22 13:20栏目:券商报告(周更新)

PB-ROE角度看煤炭行业性价比-240508-信达证券-17页

PB-ROE角度看煤炭行业性价比[Table_2Re0po2r4tD年ate]5月8日1请阅读最后一页免责声明及信息披露http://www.cindasc.com1证券研究报告[PTBab-leR_OTiEtle角]度看煤炭行业性价比策略研究[Table_ReportDate]2024年5...

时间:2024-05-22 13:19栏目:券商报告(周更新)

Morgan Stanley-Thematics Mapping AIs Diffusion CharTBook-105782683

January7,202406:00PMGMTMorganStanleyMappingAI’sDiffusionEdwardStanleyEquityStrategistMorganStanley&Co.Internationalplc+MorganStanleydoesandseekstodobusinesswithcompaniescoveredinMorganStanleyResea...

时间:2024-05-22 13:17栏目:券商报告(周更新)

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