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Seth Golden posted an update 4 years, 5 months ago
Morgan Stanley Cross-Asset Sunday call: next 2 weeks will be more tactically challenging
1. we are past the beneficial flows around month-end re-balancing2. sees potential for renewed funds outflows cross-asset
3. we are past peak market uncertainty but not past peak macro uncertainty
4. earnings seasons will be downbeat
5. US covid news will continue to get worse; coasts still 1-2 weeks to peak; rest of US >40 days left to peak