Morgan Stanley Sell-side卖方

MS Goodbye disinflation, hello oil risk premium

Sep 20, 202623 pages页

From the report报告摘录Fed Hikes & Oil-Driven Inflation: Two additional 25bp Fed hikes (Dec/March) to 4.25-4.50%, core PCE inflation revised higher to 3.2% (2026) and 2.7% (2027) due to oil price spikes and supply constraints.

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