行业研究报告

Morgan Stanley Fixed-Global Macro Commentary September 12-110301116

2024-09宏观经济24 页

September 12, 2024 09:41 PM GMT Global Macro Commentary | Global Morgan Stanley & Co. LLC

报告摘要

September 12, 2024 09:41 PM GMT Global Macro Commentary | Global Morgan Stanley & Co. LLC

报告信息

文件全名
《Morgan Stanley Fixed-Global Macro Commentary September 12-110301116.pdf》
适合读者
投资人行业研究员
核心数据
  1. ~1%; Korea rates underperform in region; risk-sensitive currencies
  2. outperform in G10 FX; DXY at 101.25 (-0.4%); US 10y at 3.674%
  3. at least ~1% by late 2026 as it is needed "to contain upside price risks
  4. (USD/AUD: -0.7%; USD/NOK: -1.3%; USD/SEK: -1.0%).
  5. Member Tamura, who argued that Japan’s policy rater should be at least ~1% in the
核心议题
PPI

常见问题

《Morgan Stanley Fixed-Global Macro Commentary September 12-110301116》主要包含哪些内容?

September 12, 2024 09:41 PM GMT Global Macro Commentary | Global Morgan Stanley & Co. LLC核心数据:~1%; Korea rates underperform in region; risk-sensitive currencies;outperform in G10 FX; DXY at 101.25 (-0.4%); US 10y at 3.674%;at least ~1% by late 2026 as it is needed "to contain upside price risks。

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