Tuesday, February 16, 2010

Morgan Stanley Strategy Forum 02.16.10

Introduction — On the heels of sovereign problems in Greece and peripheral Europe, we recently published a cross-asset report, Sovereign Crisis Roadmap (February 11, 2010) on selling risky assets into strength over the near term. The current problems are about much more than Greece alone, and our global economist Joachim Fels helps to frame the context. Huw van Steenis from our European banks team looks at the European banking system, which could be the transmission mechanism for potential contagion. And global equity strategist Jason Todd assesses the backdrop for global equities, reiterating our call to own the US over Europe.

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