摩根士丹利：全球宏观策略-你对美国资产 “超配” 了吗？

May 12, 2025 07:05 AM GMT Global Macro Strategist Are You "Overweight" the USA? If investors outside the US sit overweight US assets in aggregate, then US investors must sit underweight. The home bias of US investors challenges the popular view that foreign investors indeed sit overweight the US. Regardless, allocation and hedge ratio adjustments should still weigh on USD. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy US Rates Strategy: The Path to a 30% Bill S ...