Abate_Money Markets Monthly Update.pdf
AKZO.AS-Morgan Stanley-Akzo Nobel Widening The Margin-2022-09-29.pdf
Americas Payment Technology_ 3Q22 Preview_ If V_MA are underperforming the market, is anywhere in fintech safe_(1).pdf
Americas Retail_ Specialty Hardlines_ BBWI Digital Checks Reveal a Significant Uptick in App Downloads, Likely Driven By New …(1).pdf
Americas Retail_ Specialty Hardlines_ Pet pricing survey update; Comparing price at DG & Family Dollar; Takeaways from IR_mgmt.(1).pdf
Americas Steel_ At a crossroads; where do steel prices go from here_ STLD up to Buy, RS down to Neutral(1).pdf
Americas Technology_ Internet_ US Digital Advertising Q3’22 Preview_ Analyzing the Industry Debates & Estimates(1).pdf
Americas Transportation_ The Monthly Mosaic September 2022(1).pdf
Asia Credit Trader_ Up In Quality As Macro Uncertainties Persist(1).pdf
Barclays_Carlsberg AS-B Asia on fire_20221004.pdf
Barclays_Heineken NV Europe defying gravity__20221004.pdf
Big Oils_ 3Q22 Preview_ Strong balance sheets and attractive cash returns in a volatile macro(1).pdf
Biocytogen Pharmaceuticals (2315.HK)_ A preclinical research services firm with an emerging antibody discovery platform; init…(1).pdf
BOA_US Oil and Gas OIM# 608_ Two things on our mind. Will OPEC cut Oct 5th_ WC cracks are $100!_20220930.pdf
BofA Global Research-Technicals meet Fundamentals Post Inflation Reduction Act, …-98467164.pdf
BOFA-securiries equity -clients buy the dip.pdf
BOX.N-Morgan Stanley-Box Inc Not a Mystery Box – Value is Underappreciated; Upgr…-2022-10-03.pdf
Brazil Healthcare_ ANS Chartbook; Examining the Brazilian Private Health-Plan Market(1).pdf
Brazil Utilities_ Power monitor; reservoir levels at 57.0 vs. October_2021 average(1).pdf
CFR.S-Morgan Stanley-Richemont An Introductory Guide-2022-10-03.pdf
China Consumer Staples_ Nielsen China infant formula (Jul-Aug 2022)_ Overall sales remained weak; Yili outperformed(1).pdf
China Economic Activity and Policy Tracker_ September 30(1).pdf
citi-Global Macro Strategy -views and trade Ideas.pdf
CK Hutchison Holdings (0001.HK)_ Potential merger of 3UK and Vodafone UK. Forex impact, but resilient business so far(1).pdf
Colombia A downside surprise that could extend the tightening cycle.pdf
Constellation Brands (STZ)_ FQ2 surprises to the upside with an FY23 guidance raise – Reiterate Buy (on CL)(1).pdf
Credit Suisse (CSGN.S)_ A challenging picture for returns and capital_ Downgrade to Sell(1).pdf
DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa…-2022-09-27.pdf
DARK.L-Morgan Stanley-Darktrace PLC Self-learning Cyber Defense. Initiate at Equa…pdf
DOCS.N-Morgan Stanley-Doximity, Inc. Deep dive into the business model and market…-2022-10-03.pdf
DOCU.OQ-Morgan Stanley-DocuSign Inc Before Signing, Read the Fine Print; Downgradi…-2022-10-03.pdf
Equity Strategy Monthly Wrap Q3 and September 2022 review.pdf
Equity_Strategy October.pdf
ESR Group (1821.HK)_ De-rated to _1X PEG with 10%+ growth; Buy (on CL)(1).pdf
Europe Technology_ Atomic Layer Deposition_ Digital Enabler for the evolution of advanced semiconductors; initiate on ASMI at…(1).pdf
European Credit Alpha Volatility-buyer’s paradise_.pdf
Global Economics Analyst_ Can G10 Economies Tame Inflation Without a Recession_ A Progress Report (Struyven_Kodnani)(1).pdf
Global Markets Comment_ Market Stress Monitor — October Edition(1).pdf
Global Rates Trader_ Topping out_(1).pdf
Global_ GS Economics Indicators_ Following August JOLTS, US Jobs-Workers Gap Has Fallen by Nearly 50% of Amount Required (Kod…(1).pdf
Global_Data_Watch.pdf
Greater China Technology_ Cloud industry check_ 2023 server outlook remains favorable, and likely more back-end loaded(1).pdf
Hong Kong Exchanges (0388.HK)_ Attractive risk-reward but NT impacted by market swings; Buy(1).pdf
Hong Kong Real Estate_ Faster rate rise means quicker resi price fall; another price, NAV, and TP cut; Buy NWD(1).pdf
HUM.N-Morgan Stanley-Humana Inc Is $1b Value Creation Plan Enough We Think So;.pdf
India Cars_ Past the chicane; initiate at Buy on MAHM, MRTI and Neutral on TAMO(1).pdf
Intuit Inc. (INTU)_ Unlocking value in low-penetrated TAM gives room for durable growth_ Analyst Day Takeaways(1).pdf
Japan Chemicals_ Cut GSe on weaker wafer outlook; stay Buy on Shin-Etsu Chemical_SUMCO (both CL) as valuations near bottom(1).pdf
JPM first to market.pdf
JPM_U_S__Fixed_Income.pdf
Kinetik Holdings (KNTK)_ Balancing Solid Growth vs. High 2023-24 Funding Needs – Initiate at Neutral(1).pdf
Metals & Mining_ Pockets of value emerge despite broader earnings risk_ Upgrade FMGAU, downgrade HNDLIN(1).pdf
Morgan Stanley Fixed-China 中国 房地产压力测试-2022-09-30.pdf
Morgan Stanley Fixed-Global Macro Strategist Trends Have Been Friends-.pdf
Morgan Stanley Fixed-Morgan Stanley FX Positioning Tracker.pdf
Morgan Stanley-Brazil Education Addressing New Fies Potential Outcomes.pdf
Morgan Stanley-Brazil Financial Institutions Will Crowding Out Eat the Ban…-2022-09-28.pdf
Morgan Stanley-China Financials Multiple pressure points to persist for br…-2022-09-29.pdf
Morgan Stanley-Chinas Localization Analog IC Identifying the long-term b..pdf
Morgan Stanley-Freight Transportation Fast Lane USPS Rate Increase, IAM R…-2022-10-03.pdf
Morgan Stanley-Global eCommerce Industry Model Update 22 Estimates Trimm…-2022-09-28.pdf
Morgan Stanley-Global Video Games Stars aligning heading into 2023.pdf
Morgan Stanley-Ingredients Changing tastes-.pdf
Morgan Stanley-Investor presentation TMT Webcast Analog Semiconductors.pdf
Morgan Stanley-Investor Presentation – India Banks Tracking Valuations-2022-10-02.pdf
Morgan Stanley-Media Entertainment ESG Investment Factors – Disruption i…-2022-10-02.pdf
Morgan Stanley-Software Future of Work — Intensifying Competitive Landscap…-2022-10-03.pdf
Morgan Stanley-The Fintech Radar CBDCs experiment with blockchain-2022-09-30.pdf
Morgan Stanley-Thematics Hype Cycle Monitor #4 – Rise of Reshoring Cell-…-2022-09-30.pdf
MS_ Global Macro Forum – How High Can We Go.pdf
MS_ More USD Strength to Come.pdf
Nike Inc. (NKE)_ Untimely Inventory Deliveries Create Margin Headwinds Despite Solid 1Q; Reiterate Buy.pdf
Nike Inc..pdf
PATH.N-Morgan Stanley-UiPath Inc 1Q23 Results – Fundamentals Finding a New Glide …pdf
PATH.N-Morgan Stanley-UiPath Inc 2Q23 Results – Tough Time for a Turnaround Story…pdf
PepsiCo Inc. (PEP)_ Q3 earnings preview – Expect healthy underlying demand to drive top & bottom line beat, with a pot’l guid…(1).pdf
Petrobras (PBR)_ What if fuel prices are frozen while Brent price rises_ PBR as an importer of last resort_ (1).pdf
Pulp & Paper_ Monthly Tracker — September 2022(1).pdf
RACE.MI-Morgan Stanley-Ferrari NV Correction Unbridled Purosangue Boosts ASP, Ma…-2022-09-29.pdf
Take-Two Interactive Software Inc. (TTWO)_ Framing Upside Case in 2023_2024 As Industry Fundamentals Improve; Upgrade to Buy …(1).pdf
The EM Trader_ After resilience, stay selective(1).pdf
The flow show-spx666.pdf
TSLA.OQ-Morgan Stanley-Tesla Inc Tesla AI Day Whats the Tesla Bot Really About-2022-09-28.pdf
US CPI Inflation Preview.pdf
US economics Perspectives-September CPI preview.pdf
US Economics-services ISM remains solid in September.pdf
US Quarterly Chartbook_ S&P 500 remains in bear market territory amid rising rates(1).pdf
US_Government_Bond Strategy.pdf
V.N-Morgan Stanley-Visa Inc. Adjusting Estimates on FX Headwinds-2022-10-03.pdf
V.N-Morgan Stanley-Visa Inc. Travel Recovery Tracker – Data Through Sept Shows…-2022-09-29.pdf
WEGE3.SA-Morgan Stanley-WEG Deep Dive Double Upgrading to Overweight-2022-09-29.pdf
Where to Invest Now_ Prepare for landing(1).pdf
WISEa.L-Morgan Stanley-Fintech Upgrading Wise forecasts, finding the Adyen floor.pdf