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Viewpoint: The easing of tariff pressures opens up space for the Federal Reserve to cut interest rates, and the risk of economic recession has "significantly dropped".
【观点:关税压力减轻为美联储降息打开空间,经济衰退风险已"显有降低"]Morgan Stanley Chief Cast 资官威尔逊(MikeWilson)认为,此前由特朗普引发的历史性抛售已告终结。 他reclad 标浦500指数年底将站上6500点的预测(较当前有12%涨幅),并指出关税压力减轻为美联储降息打开空间,这将直接利好stock 等风险资产。 "If 关税威胁减weak, Mei Nie Estate can rebalance the mission of 双重mission." 虽然增长前景稍显乐观,但策略天平可能更倾向刺激经济而不是抑制通胀." 他特别强调,随着US dollar weakening and Sino-US judgment 推进,经济衰退风险已"显有降低,企业策略预期随之改善:"从评级调整角度角度看,下半年表现很可能超预期,毕成新实中进,滏济衰退风险已已, (Golden Ten)