Morgan Stanley: Global Strategy Roundup http://www.morganstanley.com/views/gsr Global Strategy Roundup 1 e086017c-4c18-11e1-96ca-0f41ee5e6cdf Global Strategy Roundup /views/gsr/archive/2012/20120130.html#anchore086017c-4c18-11e1-96ca-0f41ee5e6cdf
Monday, 01 30, 2012
Global Strategy Roundup
Global Cross-Asset Strategy: The Calm Before the Storm?
US Equity Strategy: Q4 2011 Earnings Tracker
Europe Equity Strategy: Reluctant to Chase the Market and Why 2012 is a Better Year for Stock Pickers
Japan Equity Strategy: More Bearish Than Consensus: Initiation with TOPIX Target 850
Asia Credit Strategy: The Key Themes — More Supply, Better China
Europe Interest Rate Strategy: Running Ahead of Schedule — European Interest Rate Strategist
US High Yield Credit Strategy: Seniors in the Fast Lane
India Equity Strategy: Better Returns Likely After a Forgettable 2011
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Monday, 01 30, 2012
Global Economics Roundup
Global Economics: The Confluence of Liquidity and Macro Policies — The Global Monetary Analyst
US Economics: Fed Thoughts — The End of History?
EM Economics: 2012 – Split Down the Middle
Asia-Pacific Economics: Downside Risks to AxJ Growth Reducing, Not Totally Out of the Way
Japan Economics/Interest Rate Strategy: J-Insight — Japan Still OK; Our Take on Fiscal Sustainability
Brazil Economics: The Cyclical and Structural Inflation Dilemma — This Week in Latin America
Ireland Economics: Sailing the Stormy Sea
Israel Economics: A Timely Cut by the BoI
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