Morgan Stanley Details Three Sectors for ‘Next Leg of Bull Market’ As JPMorgan Raises Odds of Imminent Fed Rate Cut
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最新报道：JPMorgan strategist David Kelly downplays recent weak jobs data, stating the US economy remains stable with strong auto sales and stabilizing airline travel. He anticipates slightly higher inflation but sees increased likelihood of a September Fed rate cut. Meanwhile, Morgan Stanley's Sherry Paul predicts equity market expansion beyond AI into deglobalization, longevity, and deregulation themes, noting all four sectors are accelerating simultaneously, offering new opportunities for investors.
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