Morgan Stanley turns bullish on most US assets, except dollar:
Morgan Stanley turned bullish on most major U.S. assets, upgrading its stance on stocks and ...
reuters.com/business/morgan-stanley-upgrades-us-equities-overweight-2025-05-21/
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Bullish Shift for U.S. Stocks and TreasuriesS&P 500 seen at 6,500 in Q2 2026; DXY forecast to fall 9% to 91 within 12 months.
Key FactsMay 21, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Morgan Stanley upgraded U.S. equities and Treasuries to overweight, citing reduced tariff uncertainty.
- The dollar is the lone exception, with the DXY expected to drop about 9% to 91 over the next 12 months.
- No U.S. or global recession is expected, but global real GDP is projected to slow to 2.5% by year-end from 3.5% in 2024.
- Easing inflation and further rate cuts are expected to boost equities and lift multinational income, supporting an S&P 500 target of 6,500 in Q2 2026.
We now forecast the DXY to fall an additional 9% over the next 12 months to 91, with USD weakness most pronounced against its safe-haven peers – EUR, JPY, and CHF.— Morgan Stanley said in a note that the DXY is expected to fall another 9% over the next year, with USD weakness most pronounced against its safe-haven peers.
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