Morgan Stanley Fixed-Global Macro Commentary April 25-107822205
2024-05宏观经济24免费
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- 📄 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
- 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,
- March Core PCE inflation may have risen 0.48% m/m.
- total cuts by December 2025; 2y UST yields close at 5.00%.
- 🏷️ 核心议题
- #GDP#CPI