Morgan Stanley
FX targets via market commentary
LIVE11 June 2026USD bearish
Morgan Stanley holds a bearish-USD view for 2026 — see its Dec-2026 currency targets, conviction trades and macro scenarios, or compare against the live cross-firm consensus →
EM Strategy
Morgan Stanley emerging-market bond and FX model-portfolio allocations
Model Portfolio
| Country | Region | Bond View | FX View |
|---|---|---|---|
| China | EM_Asia | — | — |
16 more positions · per-country OW/MW/UW · bond duration · FX direction
17 EM positions · bond + FX views unlock with Retail.
FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.