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Euro Area Rates Strategy: カーブ短期ゾーンに何が起きているのか?

发布日期: 2026-06-22研究机构: Morgan Stanley Fixed Income Research报告页数: 17原文语言: 日语证据页码: 13

研报英文原文证据摘录

Euro Area Rates Strategy: カーブ短期ゾーンに何が起きているのか?

IdeaM

グローバルマクロ戦略チーム

Matthew Hornbach, CMT

MORGAN STANLEY & CO. LLC Global Head of Macro Strategy +1 212 761-1837

Matthew.Hornbach@morganstanley.com

Martin Tobias, CFA, CMT US Rates Strategist +1 212 761-6076

Shaun Zhou US Rates Strategist +1 212 761-3348

Aryaman Singh US Rates Strategist +1 212 761-1993

Eli Carter US Rates Strategist +1 212 761-4703

MORGAN STANLEY & CO. LLC Andrew Watrous G10 FX Strategist +1 212 761-5287

Molly Nickolin G10 FX Strategist +1 212 761-3592

Simon Waever Head of EM Sovereign Credit and Latin

+1 212 296-8101

Simon.Waever@morganstanley.com America Fixed Income Strategy

Ioana Zamfir Head of Latin America Macro Strategy +1 212 761-4012

Emma Cerda Latin America Sovereign Credit +1 212 761-2344

MORGAN STANLEY & CO. James K. Lord

Global Head of FXEM Strategy +44 20 7677-3254

INTERNATIONAL PLC James.Lord@morganstanley.com

Gianluca Salford

Head of European Rates Strategy +44 20 7677-1337

Luca.Salford@morganstanley.com

Maria Chiara Russo Euro Area Rates Strategist +44 20 76777-3499

Fabio Bassanin, CFA UK Rates Strategist +44 20 7425-1869

Jasper Knyphausen Euro Area Rates Strategist +44 20 7425-2185

David S. Adams, CFA

Head of G10 FX Strategy +44 20 7425-3518

David.S.Adams@morganstanley.com

Neville Mandimika CEEMEA Sovereign Credit Strategist +44 20 7425-2509

Arnav Gupta CEEMEA Rates Strategist +44 20 7677-0382

MORGAN STANLEY ASIA

Gek Teng Khoo AXJ Macro Strategist +852 3963-0303

LIMITED

MORGAN STANLEY MUFG Koichi Sugisaki

Head of Japan Macro Strategy +81 3 6836-8428

SECURITIES CO., LTD. Koichi.Sugisaki@morganstanleymufg.com

Hiromu Uezato Japan Macro Strategist +81 3 6836-8431

MORGAN STANLEY INDIA

Kanishk Jain Global Rates Strategist +91 22 6995-2711

PRIVATE COMPANY LIMITED+

Morgan Stanley Research 13

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