摩根士丹利：关键研究预测-

M Morgan Stanley Research: Key Forecasts July 14, 2025 09:35 PM GMT Extel Survey: If you've found our research useful, we'd appreciate your support for the Morgan Stanley Cross-Asset Strategy team and our colleagues in the 2025 Extel Global Fixed Income Survey, especially in USA/EMEA/Asia Cross-Asset Strategy categories. Next 12 Months Outlook: Our High-Conviction Calls Skewed to the Downside: In the US, the labor market is holding up, but cooling gradually. Although the recent US inflation data did not sho ...