摩根斯坦利：北美证券市场投资文摘2009年8月(免费)

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Strategy and Economics
3 US Economics It’s Bumpy and Slow…
But It Will Be a Sustainable Recovery
Richard Berner, David Greenlaw
5 US Credit Strategy Premium Problem
Rizwan Hussain, Gregory Peters, Adam Richmond,
Jocelyn Chu.
7 US Interest Rate Strategy Market Priced for
Perfection; We’ll Take the Other Side
Jim Caron
9 Equity Derivatives Strategy
Healthcare on the Hill
Sivan Mahadevan, Christopher R. Metli et al.
11 Europe Equity Strategy
The Aftermath of Secular Bear Markets
Teun Draaisma
13 Currency Strategy
It’s Looking More Like a ‘V’
Sophia Drossos, Yilin Nie
15 Commentary US Corporate Profitability —
Support on the Margin
Henry H. McVey
Opinion Changes
􀁰 Downgrades
17 Telecom Services Downgrading LEAP and PCS
to Equal-weight as Momentum Slows
Simon Flannery, Sean Ittel
Industry Analysis
19 Business & IT Services Tough Road
Ahead for Commercial Real Estate Services
Vance H. Edelson, Vikram Malhotra
21 Media Looks Like 1Q09 Was the Bottom
Benjamin Swinburne, David Gober, Kristi Bonner,
Micah Nance
19 Business & IT Services
Tough Road Ahead for
Commercial Real Estate Services
Vance H. Edelson, Vikram Malhotra
27 Software
‘Securing’ More Upside;
Buy MFE, FIRE, and ARST
Adam Holt, Keith Weiss, Munish Jain
41 Micron Technology
Raising Estimates — Buy MU
Atif Malik, Michael Chu

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