M Global Insight May 20, 2025 06:37 PM GMT Global Strategy Mid-Year Outlook All Eyes on US US risky and risk-free assets are attractive versus the RoW against a backdrop of a slowing but still expanding global economy despite policy uncertainty, along with deregulation and more rate cuts than priced in the markets. We are OW US equities, OW core fixed income, and expect a weaker dollar. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors sho ...