摩根士丹利策略师Michael Wilson表示尽管关税引发的通胀可能推迟美联储降息但投资者应趁抛售机会买入因盈利前景强劲。“我们是回调买入者并对未来12个月持乐观态度”Wilson及同事周一在报告中写道。“我们认为美联储最终将转向降息。周五可能是目前市场下跌的极限直到下一份非农就业数据或其他更为疲软的滞后经济数据公布。”。
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