摩根士丹利：全球宏观经济的下一步走向-调整是否已结束？

March 16, 2025 06:00 AM GMT M Global Foundation Sunday Start | What's Next in Global Macro Is the Correction Over? Major US equity Indices are as oversold as they've been since 2022, sentiment/ positioning gauges have lightened up considerably, and seasonals are set to improve in the second half of March for earnings revisions and price. Furthermore, recent dollar weakness should provide a tailwind to 1Q earnings season/2Q guidance relative to 4Q24, and, if historical patterns hold, the decline in rates sho ...