Standard & Poor / ICF International / FactSet Morgan Stanley & Co. / Morgan Stanley & Co. / Morgan Stanley Wealth Management / P/E Ratio Return MS & Co. / Omega / Bloomberg / New MS & Co. / Government Pension Investment Fund / JOACHIM FELS Chief Global Economist Morgan Stanley & Co. T / VINCENT REINHART Chief US Economist Morgan Stanley & Co. T / US Equity Strategist Morgan Stanley & Co. / JONATHAN GARNER Emerging Markets Strategist Morgan Stanley & Co. / GRAHAM SECKER European Equity Strategist Morgan Stanley & Co. / Alerian MLP Indices & Co. / /
Continent
Asia / Europe / /
Country
Mexico / South Africa / Thailand / Japan / Russia / United States / Brazil / United Kingdom / China / Iraq / Ukraine / India / US / /
Currency
USD / JPY / /
Event
Person Travel / Natural Disaster / /
Facility
STABLE VALUATIONS / /
Holiday
Labor Day / /
IndustryTerm
industrial real estate investment trusts / biotechnology / insurance names / manufacturing surveys / gas and oil production / bank credit crunch / security products / energy prices / oil / energy / energy production / real estate / retail home buyers / social media / higher oil prices / residential real estate / crude oil / bank / air conditioning systems / manufacturing / oil prices / /
MarketIndex
S&P 500 / MLP / S&P / Russell 2000 / NASDAQ Composite / TOPIX / MSCI World / /
NaturalFeature
West Coast / /
Organization
International Monetary Fund / European Central Bank / Bank of Japan / Bureau of Economic Analysis / Federal Open Market Committee / GLOBAL INVESTMENT COMMITTEE / US Federal Reserve / US Treasury / /
Person
Michael Wilson / John Templeton / MIKE WILSON / DAN SKELLY / MODEST MARGIN / Modest Growth / ADAM PARKER / Leon G. Cooperman / Leon Cooperman / /
GLOBAL INVESTMENT COMMITTEE / COMMENTARY JULY 2014 On the Markets MICHAEL WILSON