Morgan Stanley·2026-11-04Macro
JPY/CHF/EUR versus USD·OverweightAUD/CAD·Underweight
Research: Broker notes on sectors, macro, rates and strategy
- Morgan Stanley·2026-11-02MacroUS consumer sentiment (net): improvedOct 2026
- Morgan Stanley·2026-11-02Macro
- Morgan Stanley·2026-11-02Macro
- Morgan Stanley·2026-10-30MacroUS real GDP growth: actual3Q26Fed funds rate: 25bp hikeDec 2026
- Morgan Stanley·2026-10-30MacroLME copper price: forecast4Q26LME copper price: forecast1Q27
- Morgan Stanley·2026-10-27Macro
- Morgan Stanley·2026-10-27MacroChina global export market share: rising to 16.5% by 20302030E
- Morgan Stanley·2026-10-20MacroRBI policy rate: hikes at next three meetings to 6.25% terminalIndia CPI: 5.5% y/y2026-09
- Morgan Stanley·2026-10-20MacroDated Brent: $92.5/bbl3Q27Dated Brent: $90/bbl4Q27
- Morgan Stanley·2026-10-16MacroUSD/CNY: 6.65 end-20262026-12
- Morgan Stanley·2026-10-13MacroGold price: $5,000/oz in 2Q272027-Q2
- Morgan Stanley·2026-10-13Macro
- Morgan Stanley·2026-10-13Macro
- Morgan Stanley·2026-10-09MacroUS real neutral policy rate: about 1.5%2026US core CPI: 0.24% m/m in September2026-09
- Morgan Stanley·2026-09-23Macro
- Morgan Stanley·2026-09-18MacroUS core PCE inflation: MS forecast2026 (4Q/4Q)US real GDP growth: MS forecast2027US real consumer spending growth: MS forecast2027 (4Q/4Q)
- Morgan Stanley·2026-09-17MacroKorea real GDP growth: MS forecast2026Korea CPI inflation: MS forecast2026BoK policy rate: MS terminal forecast
- Morgan Stanley·2026-09-17MacroFed funds target range (upper): MS forecast1Q27
- Morgan Stanley·2026-09-16MacroFed funds terminal rate (upper): MS forecast1Q27