摩根士丹利:_全球宏观的下一步_从那边回顾
摩根大通·2024-10-24 10:13
M Global Foundation Sunday Start | What's Next in Global Macro October 20, 2024 06:00 AM GMT Looking Back from Over There After a week speaking with clients in London, I am struck by both the parallels and contrasts with my conversations here in New York. Everyone there wanted to talk about the Fed and the US election, and while the questions on the Fed were familiar, the election discussions were vastly different. As in New York, conversations about Europe covered a pastiche of topics rather than a single ...