Former Morgan Stanley Asia Chairman: The Federal Reserve is concerned about shifting risks, and the US stock market may see a co
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最新报道：According to a report by Bijie.com, regarding expectations for interest rate cuts, Stephen Roach, a senior fellow at Yale University and former chairman of Morgan Stanley Asia, stated that the Federal Reserve will not be compelled to adjust its policy hastily due to political pressure. On the other hand, however, labor market fragility, coupled with tariff disruptions, could prompt the Fed to adopt a more accommodative stance. While current risks have shifted, the magnitude is not yet drastic, and future developments will depend on future data. Roach also stated that the US economy is showing signs of slowing, with consumption growth at only half the average of the past few years. Furthermore, the investment boom in AI poses a risk of a bubble, with the market capitalization concentration of the "Big Seven" US stocks exceeding levels seen during the dot-com bubble of 2000. "Therefore, I believe that some degree of market correction is likely in the US stock market over the next six months," he said.
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