M Global FoundationGlobal Credit StrategyPlaying 'CCC'-atch UpDispersion, large capital structures, and a sizeable distressed universe make gauging value in CCCs challenging at the index level. However, we see opportunities in the details. Our deep dive into CCCs.Morgan Stanley & Co. LLCVi...

时间:2025-06-04 09:50栏目:农业

M UpdateUS Banks | North AmericaHow Willing Is Your Bank to Pay Up for Deposits? Mid-Month Update February 2024Morgan Stanley & Co. LLCBetsy L. Graseck, CFAEquity Analyst Betsy.Graseck@morganstanley.com +1 212 761-8473 Manan GosaliaEquity Analyst Manan.Gosalia@morganstanley.com +1 212 761-4092 Jeffr...

时间:2025-06-04 09:48栏目:农业

ab2 February 2024Global Research and Evidence LabAsia Style GuideMost styles up as year starts Most styles in the black; Value mixedAll styles except Value showed positive returns in the first month of 2024. Momentum stood out as the best-performing style in January, with all three definitions posti...

时间:2025-06-04 09:47栏目:农业

ab14 February 2024Global Research and Evidence LabGlobal StrategyKRW: Missed a window, or due for a catch-up?Korean Won: Due for a catch-upThere’s been no lack of good news for the won lately – robust semiconductor exports growth, improving manufacturing surveys, rising DRAM prices, Kospi earnin...

时间:2025-06-04 09:46栏目:农业

M IdeaEM Strategy | Asia PacificAsia Macro Strategy: Has Korea's NPS Used Up its FX Swap Line with the BoK?Morgan Stanley Asia Limited+Min DaiStrategist Min.Dai@morganstanley.com +852 2239-7983 Gek Teng KhooStrategist Gek.Teng.Khoo@morganstanley.com +852 3963-0303 Recent developments continue t...

时间:2025-05-21 12:40栏目:农业

ab22 January 2024Global Research and Evidence LabUS Equity StrategyNew Market Highs: EPS Up, P/Es DownThe S&P 500 made new all-time highs this past Friday. While stock prices topped the prior peak set on January 3, 2022, forward earnings estimates are +9.9% higher and valuations are -8.2% (-1.8x mul...

时间:2025-05-21 12:38栏目:农业

ab2 January 2024Global Research and Evidence LabApple Inc.Dec 'App Store' rev up ~10% YoY, flattish with Oct and Nov as US growth stalls+10% growth in Dec is unch w/ Oct/Nov as signs emerge the US has plateauedOur analysis of Apple's App Store suggests revenue in the month of December...

时间:2025-05-14 13:02栏目:电力