Deep Tide TechFlow News: On March 23, according to Golden Ten Data, Morgan Stanley interest rate strategists Luca Salford and Maria Chiara Russo stated in a report that the continuation of Middle East conflicts, limited observability of buffer zones, and central banks' preliminary analysis of a stagflation environment have prompted them to adjust Morgan Stanley's central bank forecasts. Morgan Stanley currently expects the European Central Bank to raise rates by 50 basis points each in June and September 2026, while withdrawing its rate hike expectations for 2027. According to LSEG data, financial markets currently expect the ECB to raise rates three times this year. These strategists also predict that under their baseline ECB interest rate path scenario, the 10-year German government bond yield will be 2.80% at the end of 2026 and 2.70% in 2027.
Deep Tide TechFlow News: On March 23, according to Golden Ten Data, Morgan Stanley interest rate strategists Luca Salford and Maria Chiara Russo stated in a report that the continuation of Middle East conflicts, limited observability of buffer zones, and central banks' preliminary analysis of a stagflation environment have prompted them to adjust Morgan Stanley's central bank forecasts. Morgan Stanley currently expects the European Central Bank to raise rates by 50 basis points each in June and September 2026, while withdrawing its rate hike expectations for 2027. According to LSEG data, financial markets currently expect the ECB to raise rates three times this year. These strategists also predict that under their baseline ECB interest rate path scenario, the 10-year German government bond yield will be 2.80% at the end of 2026 and 2.70% in 2027.