–Expect steady 3Q23 despite macro uncertainty
Morgan Stanley Fixed-Global Macro Strategist The Eyewall of the Storm-.pdf
China Macro Monitor: A nonlinear recovery
–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business
Recovery is delayed due to macro issues
China Macro Monitor: Recovery momentum weakened
cRPO growth moderating on macro headwind
Macro Outlook 2024: The Hard Part is Over
Global Macro Commentary June 18
Global Macro Strategist If At First You Dont Succeed-104799216