行业研究报告

Morgan Stanley Fixed-Global Macro Commentary April 25-107822205

2024-05宏观经济24 页

Global Macro Commentary | Global Morgan Stanley & Co. LLC Martin W Tobias, CFA

报告摘要

Global Macro Commentary | Global Morgan Stanley & Co. LLC Martin W Tobias, CFA

核心要点

  1. 3.4%) resets expectations, assuming no January or February revisions,
  2. 0.3%) settles lower.
  3. 2.0%).

报告信息

文件全名
《Morgan Stanley Fixed-Global Macro Commentary April 25-107822205.pdf》
适合读者
投资人行业研究员
核心数据
  1. DXY at 105.57 (-0.3%); US 10y at 4.704% (+6.2bp).
  2. • An upside surprise in the US Core Price Index at 3.7% q/q in 1Q24 (C:
  3. 3.4%) resets expectations, assuming no January or February revisions,
  4. March Core PCE inflation may have risen 0.48% m/m.
  5. total cuts by December 2025; 2y UST yields close at 5.00%.
核心议题
GDPCPI

常见问题

《Morgan Stanley Fixed-Global Macro Commentary April 25-107822205》主要包含哪些内容?

Global Macro Commentary | Global Morgan Stanley & Co. LLC Martin W Tobias, CFA核心数据:DXY at 105.57 (-0.3%); US 10y at 4.704% (+6.2bp).;• An upside surprise in the US Core Price Index at 3.7% q/q in 1Q24 (C:;3.4%) resets expectations, assuming no January or February revisions,。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 24 页。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP、CPI等议题。

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