ResearchDeutsche BankAmy Yang | (+1) 212 250 9959 | amy.yang@db.comFebruary 23, 2024Fed Watcher: Easing into policy easingDeutsche BankResearchAmy YangEconomist(+1) 212 250 9959 | amy.yang@db.comMatthew LuzzettiChief US Economist(+1) 212 250 6161 | matthew.luzzetti@db.comBrett RyanSenior Economist(+...

时间:2025-06-04 14:34栏目:农业

M FoundationIndia Equity Strategy Playbook | Asia PacificCan the Market Go into Bubble Territory?Morgan Stanley India Company Private Limited+Ridham DesaiEquity Strategist Ridham.Desai@morganstanley.com +91 22 6118-2222 Sheela RathiEquity Analyst Sheela.Rathi@morganstanley.com +91 22 6118-2224 Nayan...

时间:2025-06-04 09:48栏目:农业

ab5 February 2024Global Research and Evidence LabQuantitative MonographsWisdom of the Crowd Into Reporting Season - February 2024Unique crowding dataWe have a proprietary crowding data set that leverages hedge fund and long only institutional holdings to effectively capture crowding on both the long...

时间:2025-06-04 09:46栏目:农业

M UpdateClean Tech | North AmericaTactical Thoughts into Earnings We highlight our thoughts on the various clean energy sub-sectors within our coverage as we head into earnings. Morgan Stanley & Co. LLCAndrew S PercocoEquity Analyst Andrew.Percoco@morganstanley.com +1 212 296-4322 Maximillian L Adel...

时间:2025-05-21 12:39栏目:农业

M IdeaTheme Trades | North AmericaConviction into EarningsThe consensus 4Q EPS estimate is down 7% over the past 3 months, creating a lowered bar and a higher probability of a solid, mid-single-digit EPS surprise for 4Q earnings. Against that backdrop, we highlight 12 stocks our analysts expect to m...

时间:2025-05-21 12:36栏目:农业