Morgan Stanley: Global Strategy Roundup http://www.morganstanley.com/views/gsr Global Strategy Roundup 1 d0532181-9901-11df-8410-d952cf7db8be Global Strategy Roundup /views/gsr/archive/2010/20100726.html#anchord0532181-9901-11df-8410-d952cf7db8be
Monday, 07 26, 2010
Global Strategy Roundup
Global Cross-Asset Strategy: Laying the Foundation for a Stress-Free Summer
Global Equity Strategy: Telcos — No Surprises, You Get What You Pay For
Global Equity Strategy: Following Japan… — Downunder Daily
Currency Strategy: Euro, Correction Over? FX Pulse
US Credit Strategy: Scaling the Wall of Vol
Europe Equity Strategy: Better Earnings Revisions Momentum May Boost Financials and Energy
Japan Equity Strategy: No Longer Just a “Risk Event”
Australia Equity Strategy: Updating Quality
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Monday, 07 26, 2010
Global Economics Roundup
US Economics: Credit Demands — Stealth Revival
Global Economics: Inflation Targeting: The Trial — The Global Monetary Analyst
China Economics: Goldilocks on Track; Revising 2010-11 Forecasts
Japan Economics/Strategy: Double, Bubble, Toil and Trouble
Mexico Economics: Interest Rate Cuts? Nowhere in Sight — This Week in Latin America
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