摩根士丹利-2023年全球宏观预测报告

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摩根士丹利-2023年全球宏观预测报告

# 2023 # 全球 # 宏观预测大小：2.45M | 页数：63 | 上架时间：2022-11-29 | 语言：英文

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类型: 宏观

上传者: 资料分享客栈

撰写机构: 摩根士丹利

出版日期: 2022-11-29

摘要：

Respect sequencing, embrace income: EM bottoms and yields and the US dollar peak as markets first price less uncertainty around the policy path. The S&P 500, cyclicals, metals, and HY trough later as confidence in growth takes more time. Opportunities for 'income' abound, especially in high-quality bonds, where Treasuries, Bunds, IG credit, agency MBS, CLO AAAs, and US municipals all offer high single- digit returns. Sell vol.

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