[VIP Chart] Morgan Stanley: Interest rates above 4.5% will significantly suppress U.S. stocks, with 2025 DAX earnings growth leading Europe
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Morgan Stanley's chief equity strategist stated that interest rates exceeding 4.5% will significantly suppress U.S. stocks. Trump's election could become a top selling signal. The yield on UK 30-year bonds has risen. The rise of the dollar is not closely related to tariffs. The U.S. government job growth is increasing. The Korea-U.S. bond yield spread is approaching 200 basis points, affecting the Korean won. Citigroup expects the Indian stock market to rise another 10%. Companies in the German DAX index expect earnings per share growth of over 10%. There is an oversupply of lithium, making it difficult for prices to recover significantly
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