摩根士丹利：全球跨资产策略_摩根士丹利研究_关键预测
摩根大通·2024-10-11 14:13
M Global Idea Morgan Stanley Research: Key Forecasts Next-12-Months Snapshot: Growth Resilience October 7, 2024 08:46 PM GMT Next-12-Months Outlook: Our High-Conviction Calls Calibrating the Fed Reaction Function: We continue to expect moderate growth and disinflation around the world. We expect two consecutive 25bp cuts this year after seeing Powell recognize a balanced economy. Risks to the outlook will depend on the labor market. Ex-US, the rest of the global economy is holding up. We maintain our BoJ ca ...