行业研究报告

Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584

2024-05管理咨询98

We expect the economy to be characterized by stable growth and moderate disinflation across our forecast horizon through 2025, much like in 1H24. Tight monetary policy should continue to slow growth, even as rate-cutting cycles march along.

报告摘要

We expect the economy to be characterized by stable growth and moderate disinflation across our forecast horizon through 2025, much like in 1H24. Tight monetary policy should continue to slow growth, even as rate-cutting cycles march along.

核心要点

  1. 2023 2024E 2025E
  2. 11.0
  3. 13.0
  4. 15.0
  5. 2019 2020 2021 2022 2023 2024 2025

报告信息

文件全名
Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584.pdf
适合读者
战略规划行业研究员
核心数据
  1. Framing the narrative in numbers, we see global growth steady at just over 3%Y in
  2. inflation to decelerate in 2024 and 2025 (from 4.1%Y (3.2% 4Q/4Q) in 2023 to 3.2%Y
  3. (2.9% 4Q/4Q) in 2024 and 2.2%Y (2.2% 4Q/4Q) in 2025) while growth slows but does not
  4. crash. We forecast EM growth to slow slightly in 2024 and 2025, but remain above 4%Y.
核心议题
管理咨询

常见问题

《Morgan Stanley Fixed-Global Economics Mid-Year Outlook Are We There Yet-108299584》主要包含哪些内容?

We expect the economy to be characterized by stable growth and moderate disinflation across our forecast horizon through 2025, much like in 1H24. Tight monetary policy should continue to slow growth, even as rate-cutting cycles march along.核心数据:Framing the narrative in numbers, we see global growth steady at just over 3%Y in;inflation to decelerate in 2024 and 2025 (from 4.1%Y (3.2% 4Q/4Q) in 2023 to 3.2%Y;(2.9% 4Q/4Q) in 2024 and 2.2%Y (2.2% 4Q/4Q) in 2025) while growth slows but does not。

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