Morgan Stanley: Global Strategy Roundup http://www.morganstanley.com/views/gsr Global Strategy Roundup 1 b0f9fbf8-2abe-11df-9f0f-0f3666c24817 Global Strategy Roundup /views/gsr/archive/2010/20100308.html#anchorb0f9fbf8-2abe-11df-9f0f-0f3666c24817
Monday, 03 8, 2010
Global Strategy Roundup
Global Interest Rate Strategy: Lower Front-end Rates for Longer
Global Equity Strategy: Forget the Fed
US Credit Strategy: Earnings Tailwind
Commentary: Commodities — Friend or Foe?
Europe Equity Strategy: When Should We Buy?
Currency Strategy: The Big Liquidity Reversal
China Equity Strategy: Urbanization — Stock Ideas from the Investment and Consumption Angles
Japan Equity Strategy: The Irrelevance of “Demographics”?
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Monday, 03 8, 2010
Global Economics Roundup
Global Economics: Debating Debtflation — The Global Monetary Analyst
US Economics: Employment Prospects and Policies to Improve Them
China Economics: One Country, Three Economies — Urbanization as a Primary Driver of Growth
Japan Economics: Roadmap to End Deflation: Glimmers of Light on a Rocky Road
Latin America Economics: Recovery at Risk? This Week in Latin America
India Economics: Budget F2011: It Was All About Fiscal Consolidation
Korea Economics: Stable Inflation; But Interest Rate Needs to Be Normalized
Hong Kong Economics: Looking to Service Exports Revival in 2010; Economic Chartbook
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