摩根士丹利（Morgan Stanley）股价今日盘中大跌8.38%，引发市场广泛关注。这一显著跌势与该公司最新发布的美联储降息预期报告密切相关。
根据摩根士丹利最新客户报告，该公司彻底改变了对美联储降息的预期。不仅取消了此前预期的2025年6月降息，还将下一次降息时间大幅推迟到2026年3月。摩根士丹利经济学家认为，考虑到未来几个月可能出现的通胀压力，特别是关税带来的通胀风险，美联储可能会推迟降息行动。
这一预期的大幅调整对金融市场产生了显著影响。摩根士丹利预测，当降息周期最终在2026年开始时，终端利率目标将在2.50%-2.75%区间，意味着即使在长期，利率也将保持在历史较高水平。这一观点引发投资者对经济增长和企业盈利前景的担忧，导致摩根士丹利股价出现大幅下跌。市场对这一消息反应强烈，反映出投资者对高利率环境持续时间延长的忧虑，以及对金融服务行业可能面临的挑战的担忧。
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