美国股票策略 ：等待降息-US Equity Strategy-Weekly Warm-up Waiting on Rate Cuts
2025-08-12 02:34
August 11, 2025 04:01 AM GMT US Equity Strategy | North America Weekly Warm-up: Waiting on Rate Cuts The July jobs report helps to confirm that we're transitioning to an early cycle backdrop—the rolling recovery is beginning. Attention now turns to CPI. A hot print likely means quality leadership, while a light print could mean small caps & lower quality stocks gain more durable footing. M Idea Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wilson@morganstanley.com +1 212 761-2532 Andrew B Pa ...