Morgan Stanley: "Reciprocal Tariffs" Boomerang! US Growth Outlook Under Pressure, Inflation Risks Rising
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Morgan Stanley warned that the U.S. tariff policy will have a substantial drag on economic growth, canceling the previously scheduled interest rate cut expectations for June. Due to tariffs leading to rising commodity prices, inflation risks are expected to increase, delaying the interest rate cut to March 2026. The current tariff levels are the highest in nearly a century and may affect consumer confidence and asset prices. The U.S. Treasury market reacted unevenly, and Morgan Stanley recommends positioning for a decline in U.S. Treasury yields and an appreciation of the yen
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