Shentide TechFlow News - On March 23rd, according to Golden Ten Data, strategists at Morgan Stanley stated in a report that they currently recommend maintaining a neutral stance on U.S. Treasuries until the impact of Middle East conflicts on the economy and the Federal Reserve's interest rate path becomes clearer. They stated: "We are inclined to maintain a neutral attitude toward U.S. Treasuries before we more clearly understand the impact of the Iran conflict on Federal Reserve policy and (equally importantly) fiscal policy." They also noted that speculation about additional fiscal stimulus measures may explain why U.S. Treasuries have not responded to risk-off sentiment as expected. They said: "Of course, a non-dovish Federal Reserve is also unfavorable for using U.S. Treasuries to hedge against riskier assets."
Shentide TechFlow News - On March 23rd, according to Golden Ten Data, strategists at Morgan Stanley stated in a report that they currently recommend maintaining a neutral stance on U.S. Treasuries until the impact of Middle East conflicts on the economy and the Federal Reserve's interest rate path becomes clearer. They stated: "We are inclined to maintain a neutral attitude toward U.S. Treasuries before we more clearly understand the impact of the Iran conflict on Federal Reserve policy and (equally importantly) fiscal policy." They also noted that speculation about additional fiscal stimulus measures may explain why U.S. Treasuries have not responded to risk-off sentiment as expected. They said: "Of course, a non-dovish Federal Reserve is also unfavorable for using U.S. Treasuries to hedge against riskier assets."