Morgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022_老虎社区_美港股上老虎

Morgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022

Bloomberg2021-11-15

(Bloomberg) -- Stay away from U.S. stocks and bonds next year, and seek out better returns in Europe and Japan. That’s the advice of Morgan Stanley’s strategy team, which sees fading monetary support ...

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MrTig3r
·2021-11-15
power
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Bull1973
·2021-11-15
Ok
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robot1234
·2021-11-15
Not pouring cold water or creating fear. I'm already on the sidelines since last quarter when US inflation hit 5.4% in June 21. It has stay high with latest October inflation at 6.2%, highest since 1990.
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- Bull1973:
  Ok
  2021-11-15
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- 明白人:
  Thanks for sharing
  2021-11-15
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Fundamentals are more attractive in Europe and Japan, where central bankers will be more patient and inflationary pressures are lower, according to the strategists in their annual investment outlook.\n“We think that 2022 is really about ‘mid to late-cycle’ challenges: better growth squaring off against high valuations, tightening policy, rambunctious investor activity and inflation being higher than most investors are used to,” strategists led by Andrew Sheets wrote Sunday. “We see plenty of challenges, including downside to the S&P 500 and U.S. 10-year yields being well above forwards.”\nAfter a year dominated by relentless equity gains and a selloff in bonds, strategists have begun marketing their calls for 2022 with the threat of inflation looming largest in investors minds. Last week Goldman Sachs Group Inc. said it expected less impressive returns for risk assets as the economic cycle matures.\nMorgan Stanley sees the S&P 500 finishing 2022 at 4,400 -- some 6% below current levels. Its strategists are penciling in 10-year yields rising to 2.10% by the end of next year on improving growth and higher real rates, up from 1.55% on Monday.\nInflation Situation\nGlobal inflation will peak this quarter and moderate over the coming 12 months thanks to easier year-on-year comparisons and reduced supply chain pressures, the U.S. bank’s strategists wrote. A ‘hotter and faster’ recovery will continue, powered by strength in consumer spending and capital investment, they said.\nTheir muted market expectations come amid a wider debate at the bank over the outlook for U.S. monetary policy. Morgan Stanley economists predict the Federal Reserve won’t raise interest rates until 2023, in contrast with the more hawkish views of their own chief executive officer.\nMorgan Stanley Economists See 2023 Fed Hike, Differ With Gorman\nRate hike delays will eventually lead to dollar weakness after a period of strength at the beginning of next year, according to the note.\nOutside of developed markets, Sheets’ team urged patience, suggesting investors wait until the greenback weakens before considering emerging market stocks and bonds. In currencies, they favor the Canadian dollar and Norwegian krone and expect a largely stable yuan.\nOn the commodity front, the bank prefers oil to gold and suggested metal prices face a challenging outlook.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":873482317,"gmtCreate":1636976687497,"gmtModify":1636976687753,"author":{"id":"3584333947690568","authorId":"3584333947690568","name":"MrTig3r","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3584333947690568","authorIdStr":"3584333947690568"},"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873482317","repostId":1199249819,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873497560,"gmtCreate":1636972705659,"gmtModify":1636972705853,"author":{"id":"3584680402793671","authorId":"3584680402793671","name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584680402793671","authorIdStr":"3584680402793671"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873497560","repostId":1199249819,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873539287,"gmtCreate":1636958052970,"gmtModify":1636958052970,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561596430587504","authorIdStr":"3561596430587504"},"htmlText":"Not pouring cold water or creating fear. I'm already on the sidelines since last&nbsp;quarter when US inflation hit 5.4% in June 21. It has stay high with latest October inflation at 6.2%, highest since 1990.","listText":"Not pouring cold water or creating fear. I'm already on the sidelines since last&nbsp;quarter when US inflation hit 5.4% in June 21. It has stay high with latest October inflation at 6.2%, highest since 1990.","text":"Not pouring cold water or creating fear. I'm already on the sidelines since last quarter when US inflation hit 5.4% in June 21. It has stay high with latest October inflation at 6.2%, highest since 1990.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873539287","repostId":1199249819,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6585469,"gmtCreate":1636972700069,"gmtModify":1636972700176,"authorId":3584680402793671,"author":{"id":3584680402793671,"idStr":"3584680402793671","authorId":3584680402793671,"name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873539287,"type":1,"supId":6584661,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6584661,"gmtCreate":1636966862791,"gmtModify":1636966862791,"authorId":3479274687448315,"author":{"id":3479274687448315,"idStr":"3479274687448315","authorId":3479274687448315,"name":"明白人","avatar":"https://static.laohu8.com/picture9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873539287,"type":1,"supId":0,"prevId":0,"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":16,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}