【摩根士丹利】2014年12月研究报告（上半月73篇）

1938

收藏 2015-01-25

应同学们要求，一改以往单独压缩包上传的习惯，大家按需要下载，报告内容涵盖：美国、欧洲、亚太、新兴市场的宏观经济、利率、货币、证券、大宗商品等，供大家参考，谢谢。

Wells Fargo-2015 US 2015 Economic Calendar.pdf
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Volkswagen： VW brand sales down 4% in November.pdf
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Video：US Economics AlphaWise Macro：Real-Time Trackers At A Glance： Momentum B.pdf
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Video US Equity Strategy：Dream： In Any Language - English, Espaol, Franais, and 中文.pdf
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Video US Economics： Consumer： 2015 the Best Year Since 2006.pdf
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Video 2015 US Economics & Equity Strategy Outlook：No on Fed, Yes on Stocks.pdf
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Video 2015 Global Rates Outlook：Know When to Walk Away.pdf
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Verizon Communications：Pressures Build - Seasonal or Structural？.pdf
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US Quant Research：Exploring, Producing, and Refining a Crude Oil Playbook.pdf
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US Liquid Rates Tracker(1).pdf
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US Housing & Resi Credit： 2015 US Housing and Resi Credit Outlook – Fewer Wo.pdf
大小:(1.29 MB)
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US Equity Strategy： Early or Wrong？.pdf
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US Equity Strategy Monthly Strategy Guide - December 2014.pdf
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US Asset Managers： How Will Exchange-Traded Managed Funds Impact the Asset Mana.pdf
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US Asset Managers： Cash In On the Harvesting Super-Cycle：Initiating on Alts： .pdf
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United Technologies： Key Thoughts on 2015 Outlook.pdf
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United Rentals Inc.： What We Learned At URI's Analyst Meeting.pdf
大小:(1.58 MB)
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The Commodity Manual：Rising Crude Runs Good For Structure, But Not Price.pdf
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The Commodity Manual： Oil Prices Should Remain Challenged; Fundamentals Underpi.pdf
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The Commodity Manual： Bearish Nat Gas Setup; Oil Structure Diverging.pdf
大小:(6.68 MB)
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Telecom Services：Big Debate：2015 - Can Big 4 Telecom Profits Grow？.pdf
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Polish Banks： Regulator caps dividends; downgrade BZW to EW.pdf
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Philips：Key Takeaways from RSNA.pdf
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Oracle Corporation： Can Oracle Cross the Cloud Chasm？ Indicators Improving, Up.pdf
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North America E&P： Pricing Above the Strip.pdf
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Nike Inc.： Video & Note Solid 2Q EPS Report Likely.pdf
大小:(1.19 MB)
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NextEra Energy Inc： HEI Acquisition Provides Growth and Allows NEE to Leverage .pdf
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MS S R： Power Generation Utilities - Navigating Global Water Risk.pdf
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Mobileye NV：Fighting FUD.pdf
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MBS Analytics Package： Daily Pass-Through Report.pdf
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LLY：Upgrade from UW to OW; Financial prospects & pipeline underappreciated.pdf
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Liberty Media Corp： Post-Spin, Reiterate OW.pdf
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Japan Interest Rate Data Package.pdf
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Investment Perspectives：U.S. and the Americas, December 04, 2014.pdf
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honeywell international.pdf
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Greene DAL： Investor Day Highlights：DALpha Intact.pdf
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Google：EU Overhang.pdf
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Global Oil Services, Drilling & Equipment： 1mbpd Surplus Sets Stage for Possi.pdf
大小:(635.68 KB)
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Global Oil Services Drilling and Equipment：Adjusting Estimates for Near-Term We.pdf
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Global Macro Outlook：低インフレとの闘い.pdf
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Global EM Morning - December 4, 2014.pdf
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Global CLOs： CLO Market Tracker - December 2014：2015 CLO Outlook.pdf
大小:(1.89 MB)
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Gilead Sciences Inc.： AlphaWise Survey Continues to Suggest ~B in 2015E US H.pdf
大小:(2.19 MB)
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Gilead Sciences Inc.： 5 Key Takeaways From Investor Lunch(1).pdf
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FX Pulse： 2014年12月5日号.pdf
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FX Morning - December 5, 2014.pdf
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Financials Weekly：How Expensive (or Cheap) Are Financial Stocks？ Valuations on.pdf
大小:(1.25 MB)
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Facebook Inc： Instagram： 300 Million and Counting.pdf
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European Interest Rate Strategist - Be Prepared.pdf
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EU Banks & Div Fins： 10 Surprises for 2015： Outlook, Top Picks.pdf
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Crop Tracker：El Nio：What’s In a Name？.pdf
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Credit Strategy：2015 Outlook Presentation.pdf
大小:(1.57 MB)
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Credit Rich & Cheap Watch(1).pdf
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Comm Tech Quarterly： Nokia takes share, Ericsson monetizes the footprint and Al.pdf
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CIMB - Commodities update - 141209.pdf
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Canadian Energy：A Look at Oil Sands Economics & Financial Flexibility in the .pdf
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Canadian Energy A Look at Oil Sands Economics & Financial Flexibility in the S.pdf
大小:(1.18 MB)
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Big Debates： 2015 - Europe.pdf
大小:(2.78 MB)
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Autos & Auto Parts：Rock and a hard place.pdf
大小:(1.88 MB)
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ASML Holding NV： EUV on track = growth for longer = still OW.pdf
大小:(1.64 MB)
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Anglo American Plc： AAL CMD： delivered on all elements, commodity prices the m.pdf
大小:(358.29 KB)
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Amazon.com Inc： Amazon： eCommerce Holiday a Bright Spot.pdf
大小:(1.42 MB)
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Agency MBS 2015 Outlook：Slide Deck.pdf
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Actavis Inc：Namenda risk and next steps explained.pdf
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ACT：Raising PT to 5 on AGN acquisition.pdf
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ABBV：Hep-C and Humira better appreciated; Downgrade from OW to EW.pdf
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20141205-éè-HONG_KONG_STRATEGYASSESSING_GREY_SKY_AND_BLACK_SKY_SCENARIOS-486408.pdf
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2015 FX Outlook：Lowflation FX Falls.pdf
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21st Century Fox： Harvest Season.pdf
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