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".

GateUser-6433627c · 2025-05-13T10:53:52+00:00

Morgan Stanley's Chief Investment Officer is optimistic about the U.S. economic outlook, believing that reduced tariff pressures create room for the Federal Reserve to lower interest rates, thus decreasing the risk of an economic recession. He predicts that the S&P 500 index will rise to 6,500 points and emphasizes that as the dollar weakens and trade talks between the U.S. and China progress, corporate profit expectations will improve, potentially exceeding expectations in the second half of the year.

GateUser-6433627c

2025-05-13 10:53:52

Abstract generation in progress

【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)

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