Morgan Stanley · consulting-deck
article monthlymarketmonitor july23
44 pages · 3 arc beats · 0 loops
article monthlymarketmonitor july23
Morgan Stanley arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 44 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits — 0/2 slides
50% 1/2 slides — 0/2 slides
100% 2/2 slides — 0/2 slides
Evidence 38 slides 100% 38/38 slides 100% 38/38 slides · 205 hits — 0/38 slides
42.1% 16/38 slides 5.3% 2/38 slides 100% 38/38 slides — 0/38 slides
Reflection 4 slides 100% 4/4 slides 100% 4/4 slides · 15 hits — 0/4 slides
— 0/4 slides
— 0/4 slides
100% 4/4 slides — 0/4 slides
Slide inventory
44 every slide · same image gating as the playbook
03
The charts use a combination of bar charts for current yields and markers for historical comparison points.analyze_data
Open slide detailBeat · Evidence
05
Includes historical data for Fed, BOE, BOJ, and ECB, alongside forward-looking market expectations.analyze_data
Open slide detailBeat · Evidence
06
The slide compares current yields and total returns against 1-month and 12-month historical data.analyze_data
Open slide detailBeat · Evidence
07
The table is segmented by asset class: U.S. High Grade, U.S. High Yield, Emerging Markets, and Global Developed Markets.analyze_data
Open slide detailBeat · Evidence
08
The chart uses a custom floating bar visualization to show the range (High/Low) and current value for each asset class.analyze_data
Open slide detailBeat · Evidence
09
The table includes metrics like coupon, price, yield to worst, spread, maturity, duration, and total returns across multiple time horizons.analyze_data
Open slide detailBeat · Evidence
10
Includes data tables for current, 1-month ago, 12-month ago, and median values alongside line charts.analyze_data
Open slide detailBeat · Evidence
12
Data as of 12/31/23. Includes two line charts with embedded data tables for current, 1-month ago, 12-month ago, and median values.analyze_data
Open slide detailBeat · Evidence
13
Data as of 12/31/23. Includes three line charts and two tables (one summary table per asset class, one comprehensive returns table).analyze_data
Open slide detailBeat · Evidence
14
The table uses a color-coded gradient to represent performance, with higher returns in teal/green and lower returns in red/dark blue.compare_options
Open slide detailBeat · Evidence
15
The slide uses a color-coded heatmap to represent performance ranges, with darker green indicating higher returns and red indicating negative returns.analyze_data
Open slide detailBeat · Evidence
16
The slide uses four distinct charts to illustrate market conditions as of year-end 2023.analyze_data
Open slide detailBeat · Evidence
17
The chart uses a custom range-bar visualization to show valuation dispersion over a 10-year period.compare_peers
Open slide detailBeat · Evidence
18
The chart uses a floating bar (range) with a dot for current value and a dashed line for the S&P 500 average.compare_peers
Open slide detailBeat · Evidence
19
The charts use a combination of bar charts for expected growth and dot markers for 2022 growth.analyze_data
Open slide detailBeat · Evidence
20
The S&P 500 benchmark is highlighted in a distinct color (magenta) across all six charts.analyze_data
Open slide detailBeat · Evidence
21
The S&P 500 benchmark is highlighted in magenta across all charts for comparison.analyze_data
Open slide detailBeat · Evidence
23
The slide provides a snapshot of fundamental characteristics (PE, P/B, P/CF, etc.) and sector composition for 9 major equity indices.analyze_data
Open slide detailBeat · Evidence
25
The chart uses a color-coded grid to visualize the relative performance of different equity asset classes over time.analyze_data
Open slide detailBeat · Evidence
26
The slide provides a comprehensive view of currency performance and interest rate environments for major developed markets as of 12/31/23.analyze_data
Open slide detailBeat · Evidence
31
The slide uses a color-coded grid to rank asset classes by performance each year, with 'Higher' at the top and 'Lower' at the bottom.analyze_data
Open slide detailBeat · Evidence
32
The map uses a single color for all landmasses, with specific country labels and yield percentages overlaid.analyze_data
Open slide detailBeat · Evidence
33
The slide uses two donut charts to contrast economic output (GDP) with financial market size (Market Cap).compare_options
Open slide detailBeat · Evidence
34
The slide uses a scatter plot to visualize risk vs return, complemented by a data table.compare_peers
Open slide detailBeat · Evidence
35
The slide uses a scatter plot for yield/duration and a bar chart for correlation to support the thesis of swapping rate risk for credit exposure.compare_options
Open slide detailBeat · Evidence
36
The Municipal yield bar is split into two segments (3.22% and 5.44% total).analyze_data
Open slide detailBeat · Evidence
37
Includes two donut charts for asset allocation, two bar charts for correlation metrics, and a summary performance table.analyze_data
Open slide detailBeat · Evidence
38
This is a classic 'Periodic Table of Investment Returns' visualization.analyze_data
Open slide detailBeat · Evidence
39
The table uses a split-cell design where the lower-left triangle represents 5-year data (grey) and the upper-right triangle represents 10-year data (purple).analyze_data
Open slide detailBeat · Evidence
42
Standard legal and technical disclosure page for a financial report.appendix
Open slide detailBeat · Reflection