RJE6A1<!]!.2P7/EFY+E
SYSTEM PROCESSING...
RJE6A1<!]!.2P7/EFY+E
SYSTEM PROCESSING...
Posted: 2025-04-14 12:02:39 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-04-14 12:03:04 UTC
Verified By
Rollup News
Morgan Stanley's macro strategy team suggests that new stimulus policies are unlikely in the second quarter, with potential for increased stimulus in the second half of the year if data worsens. They also discuss the impact of trade tariffs and potential market reactions to events like the delisting of Chinese concept stocks.
No new stimulus policies are expected in Q2; existing policies will likely continue.
Further stimulus will depend on data deterioration in the second half of the year.
US-China trade tariffs impact both economies, with China being more affected.
Potential for additional stimulus measures in H2, including consumption subsidies and infrastructure investment.
Delisting of Chinese concept stocks could increase geopolitical risks and lead to market adjustments.