士丹利：新兴市场策略师的套利交易结束了吗？
摩根史丹利·2024-06-23 06:13
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 M Global Idea June 17, 2024 10:21 AM GMT Global EM Strategist Morgan Stanley & Co. International plc+ James K Lord Strategist Is the Carry Trade Over? James.Lord@morganstanley.com +44 20 7677-3254 Neville Z Mandimika Strategist Neville.Mandimika@morganstanley.com +44 20 7425-2509 High-carry EM came under pressure just as US data became Pascal N Bode more benign. Elections and policy risk have been in the driving Strategist Pascal.Bode@morganstanley.com +44 20 7425-3282 seat and ...