MORGAN STANLEY STRATEGY FORUM 2010.04.06

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【出版时间及名称】： MORGAN STANLEY STRATEGY FORUM 2010.04.06
【作者】：Morgan Stanley
【文件格式】：PDF
【页数】：35

【目录或简介】：Introduction: The rally in risk assets and commodities continues apace, with 10-year US yields hovering near 4%. In the US, we think fundamentals are becoming more supportive for growth and higher yields, and Dave Greenlaw explains why. Meanwhile, oil prices have jumped $7/bbl in the last 10 days, and Hussein Allidina considers whether to buy or sell. In the FX market, we remain dollar bulls, but differentiation has been one of our key themes; Sophia Drossos explores whether that is still true. In global developed equities, we have advocated selling into strength; Gerard Minack reaffirms his belief that earnings estimates for 2011 are too high, but equities can probably move higher before that becomes a problem. — Dick Berner

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