摩根士丹利研究_关键预测-Morgan Stanley Research_ Key Forecasts

September 16, 2025 06:23 AM GMT M Morgan Stanley Research: Key Forecasts Next 12-Months Outlook: Our High-Conviction Calls Skewed to the Downside: We expect the Fed to begin cutting this week, while the BoE and BoJ remain on hold. We expect the FOMC to deliver four consecutive 25bp cuts through January, bringing the target range to 3.375% - the upper bound of most Fed estimates of neutral. We anticipate further cuts in April and July 2026 as labor market deterioration continues, to reach an unchanged termin ...