Key highlights from last week: Exhibit 1: Morgan Stanley forecasts July 14, 2025 05:13 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Institutional Investor Survey: If you've found our research useful, we'd appreciate your support in the 2025 II Global Fixed Income Poll, especially in USA/EMEA/Asia Cross-Asset Strategy categories. Thank you! | | As of Jul | | Q2 20 ...

M Morgan Stanley Research: Key Forecasts July 14, 2025 09:35 PM GMT Extel Survey: If you've found our research useful, we'd appreciate your support for the Morgan Stanley Cross-Asset Strategy team and our colleagues in the 2025 Extel Global Fixed Income Survey, especially in USA/EMEA/Asia Cross-Asset Strategy categories. Next 12 Months Outlook: Our High-Conviction Calls Skewed to the Downside: In the US, the labor market is holding up, but cooling gradually. Although the recent US inflation data did not sho ...

July 14, 2025 06:44 PM GMT Asia Economics | Asia Pacific The Viewpoint: The Rebalancing Debate – To Diversify or Not to Diversify Asia's international investment position has doubled to US $46trn in the last 13 years. With the USD depreciation in the last six months, investors need to decide whether to diversify current holdings, how much to allocate to the US from their annual current account surplus, and how much to hedge. Key Takeaways In this report, we take another look at the USD diversification/rebal ...

15 July 2025 | 6:33PM HKT Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. China: Q2 GDP slightly above consensus; 2025 full-year GDP growth forecast mechanically adjusted to 4.7% Bottom line: China's Q2 GDP came in slightly above market consensus (though in line with our forecast) amid mixed June activity data — industrial production (IP) strongly beat market expectations, while fixed asset investment (FAI) a ...

Well, I think there's definitely good momentum across uh you know across the investment banking uh you know business Carl and and you know IPOs and equity capital markets is one of them as you know the the the you know IPOs can or the the sentiment around sort of IPOs can come and go pretty quickly but but I think you've certainly seen some momentum given some of the performance of some of the IPOs that have come out uh mo most recently and as the as the you know the market continues to do well and volatili ...

And here on set to discuss where he sees the markets going, Jay Woods is the chief global strategist at Freedom Capital Markets. And with us also to break down the bank earnings in particular is Dory Wy the CEO of Commerce Street Holdings. Dory, just first to you, Wells Fargo. What happened? Well, you know, Wells Fargo doesn't have the robust in investment banking structure JP Morgan does. So, unfortunately, it got compared to them, but other than that, it had a pretty good quarter. you know, mortgage press ...

Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...

What is the Nvidia news and also you see that the stock just kind of popping right now. What does that say to you about the AI and the tech trade. US exceptionalism is still ontact and I think that the emphasis on AI infrastructure and investment that's continuing.Obviously, they got good news from the president. They're able to sell their chips in China. So, that's good news for Nvidia.But I think the AI space in general you there was news also yesterday with Meta uh investing in their data center you know ...

July 14, 2025 08:49 AM GMT Global Macro Strategist Unsustainable Unsustainability Analyzing debt sustainability in an investor-less vacuum amounts to debt stabilization analysis relying on hard-to-forecast variables. Most research reduces debt sustainability into 1 or 2 dimensions, despite a 3-dimensional investment landscape with investors that try playing 4-dimensional chess. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy Japan Rates Strategy: Guidebook of the ...

July 14, 2025 12:25 PM GMT Morgan Stanley Research Global Tariffs Are Back – Implications to the Economy and Markets July 14, 2025 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Diego Anzoategui – US Economist Michael Zezas – Global Head of Fixed Income Research | Strategist Michael Wilson – Chief Investment Officer and Chief US Equity Strategist | Equity Strategist MORGAN STANLEY & CO. LLC Morgan Stanley Global Macro Forum Chetan Ahya – Chief Asia Economist MORGAN STANLEY ASIA LIMITED+ ...