"Good" Things That Are Bad, And "Bad" Things That Are Good
Sun, 05/17/2020 - 15:35
Authored by Andrew Sheets, chief global strategist at Morgan Stanley
For all the sound and fury of the last month, global stock markets are roughly unchanged. Our overall strategic stance remains constructive, on the view that an improving trend in economic data will matter more than a poor level, risk premiums generally remain above average, policy support is aggressive and...
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