摩根士丹利：美国利率策略-存在买入供应并增持陡化交易策略的机会

July 3, 2025 06:19 PM GMT US Rates Strategy | North America An Opportunity to Buy the Supply and Add to Steepeners The nonfarm payroll report, carried by state and local government education-related jobs, and the low unemployment rate suggest a dynamic aligned with our economist's view for lower US potential growth and a lower equilibrium rate leading to more Fed cuts. Stay long and in curve steepeners. Key Takeaways Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Matthew Hornbach S ...