摩根士丹利：本周策略_难以实现硬着陆

M Idea Municipal Strategy | North America October 7, 2024 10:49 AM GMT Tactics This Week: Hardly a Hard Landing It's shaping up to be a glass-half-full October. Better-thanexpected credit data, moderating forward supply, and a continued pickup in flows all point to tighter spreads this month. That's why the '90s playbook stays front and center. Key Takeaways We forecast $28 billion of supply over the next 3 weeks ($24-32 billion range). Net odd lot demand has risen to $300mm+ per day, which should support s ...