摩根士丹利：2025 年上半年全球动态回顾
2025-07-03 02:41
July 2, 2025 05:49 AM GMT Global in the Flow 1H25 Recap Performance – Dollar depreciates, equities rebound, credit is resilient Although it was a volatile first half, equity markets recovered the losses after April 2. The S&P 500 returned 6.2%, MSCI Europe returned 23.7% and KOSPI led, returning 40.9%. Technology led global equity sectors while consumer staples lagged. Rates performance in DM markets was mixed. However, credit was resilient. US and EUR HY total returns were 4.6% and 2.7%, respectively. The ...