September 28, 2026 10:43 PM GMT Global Macro Commentary | North America | M | Aryaman Singh Strategist | | | --- | --- | --- | | | | Update | | September 28, 2026 10:43 PM GMT | | | | Global Macro Commentary North America | Morgan Stanley & Co. LLC | | | September 28: Bond Selloff | Aryaman@morganstanley.com Lingdi Xu | +1 212 761-1993 | | Trend Continues | Economist Lingdi.Xu@morganstanley.com | +1 212 761-2957 | | | Sofia Palacios | | | | Strategist Sofia.Palacios@morganstanley.com | +1 212 761-0428 | | B ...

ab 12 October 2026 Global Research Global Economics & Strategy Core Convictions (Multi-Asset Rundown) All our views on markets in a single page This 'core conviction' document is our weekly one-page multi-asset rundown where we highlight key events in the week ahead and any view changes (see page 2). Highlights this week This week, the global financial community gathers in Bangkok for the IMF/WB Annual Meetings, which move outside Washington, DC every three years. We'll be hosting a conference with the Rein ...