Morgan Stanley Fixed-Global Macro Commentary September 12-110301116

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📄 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%; 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
(USD/AUD: -0.7%; USD/NOK: -1.3%; USD/SEK: -1.0%).
Member Tamura, who argued that Japan’s policy rater should be at least ~1% in the
🏷️ 核心议题: #PPI

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

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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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