Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584

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📄 文件全名: 《Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Framing the narrative in numbers, we see global growth steady at just over 3%Y in
inflation to decelerate in 2024 and 2025 (from 4.1%Y (3.2% 4Q/4Q) in 2023 to 3.2%Y
(2.9% 4Q/4Q) in 2024 and 2.2%Y (2.2% 4Q/4Q) in 2025) while growth slows but does not
crash. We forecast EM growth to slow slightly in 2024 and 2025, but remain above 4%Y.
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2023 2024E 2025E
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15.0
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《Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584》主要包含哪些内容?

We expect the economy to be characterized by stable growth and moderate disinflation across our forecast horizon through 2025, much like in 1H24. Tight monetary policy should continue to slow growth, even as rate-cutting cycles march along.核心数据:Framing the narrative in numbers, we see global growth steady at just over 3%Y in;inflation to decelerate in 2024 and 2025 (from 4.1%Y (3.2% 4Q/4Q) in 2023 to 3.2%Y;(2.9% 4Q/4Q) in 2024 and 2.2%Y (2.2% 4Q/4Q) in 2025) while growth slows but does not。

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