获全胜，特朗普敲定新协定，原油大跌！美联储降息预期近85%

Group 1 - Morgan Stanley warns that Brent crude oil prices could drop to $30 by the end of 2027 due to worsening supply-demand imbalances, with current prices around $60 [1][9] - The recent drop in oil prices is attributed to geopolitical developments, particularly the progress towards a peace agreement between Ukraine and Russia, which has led to expectations of smoother Russian oil exports [5][7] - The supply-demand imbalance is expected to persist, with global oil supply growth outpacing demand growth by three times from 2025 to 2026, leading to a projected average Brent crude price of $57-$58 in 2026-2027 [9] Group 2 - The Trump administration is seen as a significant factor behind the declining oil prices, with the President advocating for lower oil prices to combat inflation and pressure the Russian economy [11][13] - Market expectations for a Federal Reserve interest rate cut have surged to nearly 85%, influenced by recent economic data and dovish comments from Fed officials [14] - Asset prices are being reassessed in light of these developments, with oil prices dropping significantly, while stock markets reacted positively to the prospect of lower interest rates [16]