Core Insights - Morgan Stanley strategists predict that the US dollar will decline due to larger interest rate cuts by the Federal Reserve compared to the European Central Bank [1] - Factors contributing to the dollar's potential decline include a slowing US economy, trade and policy uncertainties, and moderate fiscal support [1] - Global fiscal concerns are easing, which may further impact the dollar negatively [1]

Core Insights - The Bank of Japan indicates that long-term high uncertainty in trade and other policies across countries may lead companies to focus more on cost-cutting measures [1] Group 1 - The Bank of Japan's statement highlights the impact of global trade uncertainties on corporate strategies [1] - Companies are likely to prioritize cost reduction in response to the unpredictable policy environment [1]