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Recessions / Business cycle / United States housing bubble / Economic bubbles / P/E ratio / Late-2000s financial crisis / Bond market / Financial crisis / Boom and bust / Economics / Economic history / Macroeconomics


GLOBAL INVESTMENT COMMITTEE / COMMENTARY AUGUST 2014 On the Markets MICHAEL WILSON
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Document Date: 2014-08-04 16:16:48


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City

Gaza / Detroit / /

Company

Morgan Stanley & Co. / Bank of India / Forecasting Recessions Morgan Stanley & Co. / Economist Morgan Stanley & Co. T / Prudential / ELLEN ZENTNER Senior US Economist Morgan Stanley & Co. / Research/India Equity Strategist Morgan Stanley & Co. / S&P / VINCENT REINHART Chief US Economist Morgan Stanley & Co. / Japan Banks Research Morgan Stanley & Co. / CHETAM AHYA Chief Asia Economist Morgan Stanley & Co. / Bloomberg MS & Co. / Small Enterprises / Morgan Stanley Wealth Management / /

Continent

Asia / Europe / /

Country

Germany / Puerto Rico / Italy / Mexico / France / Japan / United States / United Kingdom / China / Singapore / Argentina / Ukraine / Spain / India / /

Currency

rupee / USD / /

Event

Natural Disaster / Person Communication and Meetings / Diplomatic Relations / /

Facility

Jonathan Garner / Building Permits / STABLE PROFIT MARGINS / /

IndustryTerm

lowest-penetrated banking sectors / public oil revenue / then real estate stocks / government solution / asset management / insurance revenues / oil / real estate investor / consumer travel / industry groups / real estate / real estate securities / real estate cycle / Financial services / bank / bank stress / banking / energy sector / manufacturing production workers / /

MarketIndex

S&P 500 / MSCI Emerging Markets / Conference Board Composite / MSCI World / /

Organization

Reserve Bank of India / National Bureau of Economic Research / Conference Board / Federal Open Market Committee / GLOBAL INVESTMENT COMMITTEE / Congress / US Federal Reserve / US Treasury / /

Person

Marc Halle / Mike Wilson / JONATHAN MACKAY / Manoj Pradhan / Narendra Modi / SACHIN MANCHANDA / TED WIESEMAN / Adam Parker / JOHN DILLON / Enrique Peña Nieto / Viktor Hjort / /

Position

driver / Financial Advisor / Chief Investment Officer / Prime Minister / President / Chief Municipal Bond Strategist / India LISA SHALETT Head of Investment / chief US equity strategist / Bank Credit Analyst / chief investment officer for global real estate securities / India ANIL AGARWAL Head / Strategist / RIDHAM DESAI Head / /

Region

northern Europe / southern Europe / /

Technology

Alpha / /

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