{"id":1376,"date":"2024-04-09T01:05:45","date_gmt":"2024-04-08T17:05:45","guid":{"rendered":"https:\/\/applelatest.com\/uncategorized\/1376.html"},"modified":"2024-04-09T01:05:45","modified_gmt":"2024-04-08T17:05:45","slug":"%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9%e7%a8%b1%e8%82%a1%e7%a5%a8%e8%b5%b0%e5%8b%a2%e8%a1%a8%e6%98%8e%e7%b6%93%e6%bf%9f-%e4%b8%8d%e8%91%97%e9%99%b8-%e7%9a%84%e4%bf%a1%e5%94%b8","status":"publish","type":"post","link":"https:\/\/applelatest.com\/en\/stocks\/1376.html","title":{"rendered":"Morgan Stanley Says Stock Movements Point to 'No Landing' Beliefs for Economy"},"content":{"rendered":"
\n

By Lewis Krauskopf<\/p>\n

NEW YORK (Reuters) - Recent moves in the U.S. stock market suggest investors are beginning to price in a \"no landing\" scenario for the economy, where growth is expected to pick up, Morgan Stanley's equity strategist said on Monday.<\/p>\n

For months, investors have been bracing for a \"soft landing\" in the economy, recognizing that economic growth is sluggish and inflation is coming down from its highs.<\/p>\n

<\/div>\n

\"However, macro data and equity market leadership have begun to support a non-landing outcome,\" Morgan Stanley strategists led by Michael Wilson said in a report.<\/p>\n

Strong economic data and a higher-than-expected inflation report also lowered expectations for a Fed rate cut. On Monday, Fed fund futures traders are betting on a total of 62 basis points in aggregate rate cuts this year, down from 150 basis points expected in January.<\/p>\n

Sectors typically associated with economic growth, such as financials, energy and industrials, have performed strongly so far this year, outpacing the S&P 500's 9% gain in 2024, while materials-another economically sensitive sector-has also performed well.<\/p>\n

This strength is in stark contrast to last year, when technology and growth-oriented Big Rock stocks accounted for the bulk of the index's gains.<\/p>\n

\"Cyclical sectors have led the expansion of this trend ...... This supports the view that the stock market is beginning to create a better environment for growth,\" Morgan Stanley said in its report.<\/p>\n

Morgan Stanley strategists note that while cyclically sensitive stocks and sectors have begun to outperform the broader rock, quality remains a key attribute for the leaders.<\/p>\n

The emphasis on quality, they said, \"makes sense in the context of a re-acceleration of growth that is still late in the cycle rather than early in the cycle\".<\/p>\n

Morgan Stanley says that if the growth spurt is early in the cycle, then the performance of small-cap and low-quality cyclical stocks will be more persistent.<\/p>\n

<\/div>\n

The small-cap Russell 2000 index has risen only 2.4% this year.<\/p>\n

Morgan Stanley said the move in Treasury yields could also have an impact on the performance of the economically sensitive part of the market. 10-year Treasury yields were last reported at 4.42%, above Morgan Stanley's previously stated level of 4.35%, where the stock market is likely to be even more sensitive to yields.<\/p>\n

\n
\n
<\/div>\n<\/div>\n<\/div>\n

Strategists said lower yields could prompt the market to turn on a wider range of cyclical stocks, but \"once yields move higher, it could put us back into a narrow market system.\"<\/p>\n

(Reporting by Lewis Krauskopf; Editing by Bill Berkrot)<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

\u6469\u6839\u58eb\u4e39\u5229\uff08Morgan Stanley\uff09\u80a1\u7968\u7b56\u7565\u5e2b\u5468\u4e00\u8868\u793a\uff0c\u8fd1\u671f\u7f8e\u570b\u80a1\u5e02\u7684\u8d70\u52e2\u8868\u660e\uff0c\u6295\u8cc7\u8005\u958b\u59cb\u5c0d “\u4e0d\u8457\u9678 “\u7684\u7d93\u6fdf\u60c5\u666f\u9032\u884c\u5b9a\u50f9\uff0c\u9019\u7a2e\u60c5\u666f\u6d89\u53ca\u7d93\u6fdf\u589e\u9577\u7684\u9810\u671f\u5efb\u965e\u3002 “\u9081\u5c05\u723e-\u5a01\u723e\u905c\uff08Michael Wilson\uff09\u9818\u5c0e\u7684\u6469\u6839\u58eb\u4e39\u5229\u7b56\u7565\u5e2b\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8aaa\uff1a”\u7136\u800c\uff0c\u5b8f\u89c0\u6578\u64da\u548c\u80a1\u5e02\u9818\u5c0e\u529b\u5df2\u7d93\u958b\u59cb\u652f\u6301\u4e0d\u8457\u9678\u7684\u7d50\u679c\u3002 \u5f37\u52c1\u7684\u7d93\u6fdf\u6578\u64da\u548c\u9ad8\u65bc\u9810\u671f\u7684\u901a\u8139\u5831\u544a\u4e5f\u964d\u4f4e\u4e86\u5c0d\u7f8e\u806f\u5132\u964d\u606f\u7684\u9810\u671f\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[55],"tags":[1073,607,590,130],"blocksy_meta":"","yoast_head":"\n\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf "\u4e0d\u8457\u9678 "\u7684\u4fe1\u5538 - Apple Latest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/applelatest.com\/en\/stocks\/1376.html\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf "\u4e0d\u8457\u9678 "\u7684\u4fe1\u5538\" \/>\n<meta property=\"og:description\" content=\"\u6469\u6839\u58eb\u4e39\u5229\uff08Morgan Stanley\uff09\u80a1\u7968\u7b56\u7565\u5e2b\u5468\u4e00\u8868\u793a\uff0c\u8fd1\u671f\u7f8e\u570b\u80a1\u5e02\u7684\u8d70\u52e2\u8868\u660e\uff0c\u6295\u8cc7\u8005\u958b\u59cb\u5c0d "\u4e0d\u8457\u9678 "\u7684\u7d93\u6fdf\u60c5\u666f\u9032\u884c\u5b9a\u50f9\uff0c\u9019\u7a2e\u60c5\u666f\u6d89\u53ca\u7d93\u6fdf\u589e\u9577\u7684\u9810\u671f\u5efb\u965e\u3002 "\u9081\u5c05\u723e-\u5a01\u723e\u905c\uff08Michael Wilson\uff09\u9818\u5c0e\u7684\u6469\u6839\u58eb\u4e39\u5229\u7b56\u7565\u5e2b\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8aaa\uff1a"\u7136\u800c\uff0c\u5b8f\u89c0\u6578\u64da\u548c\u80a1\u5e02\u9818\u5c0e\u529b\u5df2\u7d93\u958b\u59cb\u652f\u6301\u4e0d\u8457\u9678\u7684\u7d50\u679c\u3002 \u5f37\u52c1\u7684\u7d93\u6fdf\u6578\u64da\u548c\u9ad8\u65bc\u9810\u671f\u7684\u901a\u8139\u5831\u544a\u4e5f\u964d\u4f4e\u4e86\u5c0d\u7f8e\u806f\u5132\u964d\u606f\u7684\u9810\u671f\u3002\" \/>\n<meta property=\"og:url\" content=\"https:\/\/applelatest.com\/en\/stocks\/1376.html\/\" \/>\n<meta property=\"og:site_name\" content=\"Apple Latest\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-08T17:05:45+00:00\" \/>\n<meta name=\"author\" content=\"applelatest\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"applelatest\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html#article\",\"isPartOf\":{\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html\"},\"author\":{\"name\":\"applelatest\",\"@id\":\"https:\/\/applelatest.com\/#\/schema\/person\/ed60be871043e449bf7d8e44ac3499a7\"},\"headline\":\"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf “\u4e0d\u8457\u9678 “\u7684\u4fe1\u5538\",\"datePublished\":\"2024-04-08T17:05:45+00:00\",\"dateModified\":\"2024-04-08T17:05:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html\"},\"wordCount\":15,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/applelatest.com\/#organization\"},\"keywords\":[\"\u589e\u9577\u74b0\u5883\",\"\u6469\u6839\u58eb\u4e39\u5229\",\"\u7d93\u6fdf\u589e\u9577\",\"\u80a1\u5e02\"],\"articleSection\":[\"stocks\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/applelatest.com\/uncategorized\/1376.html#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html\",\"url\":\"https:\/\/applelatest.com\/uncategorized\/1376.html\",\"name\":\"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf \\\"\u4e0d\u8457\u9678 \\\"\u7684\u4fe1\u5538 - Apple Latest\",\"isPartOf\":{\"@id\":\"https:\/\/applelatest.com\/#website\"},\"datePublished\":\"2024-04-08T17:05:45+00:00\",\"dateModified\":\"2024-04-08T17:05:45+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/applelatest.com\/uncategorized\/1376.html\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/applelatest.com\/uncategorized\/1376.html#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/applelatest.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf “\u4e0d\u8457\u9678 “\u7684\u4fe1\u5538\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/applelatest.com\/#website\",\"url\":\"https:\/\/applelatest.com\/\",\"name\":\"Apple Latest\",\"description\":\"Apple\u6700\u65b0\u8cc7\u8a0a\",\"publisher\":{\"@id\":\"https:\/\/applelatest.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/applelatest.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/applelatest.com\/#organization\",\"name\":\"Apple Latest\",\"url\":\"https:\/\/applelatest.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/applelatest.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/applelatest.com\/wp-content\/uploads\/2023\/01\/WX20230106-163540@2x.png\",\"contentUrl\":\"https:\/\/applelatest.com\/wp-content\/uploads\/2023\/01\/WX20230106-163540@2x.png\",\"width\":814,\"height\":294,\"caption\":\"Apple Latest\"},\"image\":{\"@id\":\"https:\/\/applelatest.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/applelatest.com\/#\/schema\/person\/ed60be871043e449bf7d8e44ac3499a7\",\"name\":\"applelatest\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/applelatest.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/38b40c1cdf1291b06464e33416acad6d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/38b40c1cdf1291b06464e33416acad6d?s=96&d=mm&r=g\",\"caption\":\"applelatest\"},\"sameAs\":[\"https:\/\/applelatest.com\"],\"url\":\"https:\/\/applelatest.com\/en\/author\/applelatest\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf \"\u4e0d\u8457\u9678 \"\u7684\u4fe1\u5538 - Apple Latest","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/applelatest.com\/en\/stocks\/1376.html\/","og_locale":"en_US","og_type":"article","og_title":"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf \"\u4e0d\u8457\u9678 \"\u7684\u4fe1\u5538","og_description":"\u6469\u6839\u58eb\u4e39\u5229\uff08Morgan Stanley\uff09\u80a1\u7968\u7b56\u7565\u5e2b\u5468\u4e00\u8868\u793a\uff0c\u8fd1\u671f\u7f8e\u570b\u80a1\u5e02\u7684\u8d70\u52e2\u8868\u660e\uff0c\u6295\u8cc7\u8005\u958b\u59cb\u5c0d \"\u4e0d\u8457\u9678 \"\u7684\u7d93\u6fdf\u60c5\u666f\u9032\u884c\u5b9a\u50f9\uff0c\u9019\u7a2e\u60c5\u666f\u6d89\u53ca\u7d93\u6fdf\u589e\u9577\u7684\u9810\u671f\u5efb\u965e\u3002 \"\u9081\u5c05\u723e-\u5a01\u723e\u905c\uff08Michael Wilson\uff09\u9818\u5c0e\u7684\u6469\u6839\u58eb\u4e39\u5229\u7b56\u7565\u5e2b\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8aaa\uff1a\"\u7136\u800c\uff0c\u5b8f\u89c0\u6578\u64da\u548c\u80a1\u5e02\u9818\u5c0e\u529b\u5df2\u7d93\u958b\u59cb\u652f\u6301\u4e0d\u8457\u9678\u7684\u7d50\u679c\u3002 \u5f37\u52c1\u7684\u7d93\u6fdf\u6578\u64da\u548c\u9ad8\u65bc\u9810\u671f\u7684\u901a\u8139\u5831\u544a\u4e5f\u964d\u4f4e\u4e86\u5c0d\u7f8e\u806f\u5132\u964d\u606f\u7684\u9810\u671f\u3002","og_url":"https:\/\/applelatest.com\/en\/stocks\/1376.html\/","og_site_name":"Apple Latest","article_published_time":"2024-04-08T17:05:45+00:00","author":"applelatest","twitter_card":"summary_large_image","twitter_misc":{"Written by":"applelatest"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/applelatest.com\/uncategorized\/1376.html#article","isPartOf":{"@id":"https:\/\/applelatest.com\/uncategorized\/1376.html"},"author":{"name":"applelatest","@id":"https:\/\/applelatest.com\/#\/schema\/person\/ed60be871043e449bf7d8e44ac3499a7"},"headline":"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf “\u4e0d\u8457\u9678 “\u7684\u4fe1\u5538","datePublished":"2024-04-08T17:05:45+00:00","dateModified":"2024-04-08T17:05:45+00:00","mainEntityOfPage":{"@id":"https:\/\/applelatest.com\/uncategorized\/1376.html"},"wordCount":15,"commentCount":0,"publisher":{"@id":"https:\/\/applelatest.com\/#organization"},"keywords":["\u589e\u9577\u74b0\u5883","\u6469\u6839\u58eb\u4e39\u5229","\u7d93\u6fdf\u589e\u9577","\u80a1\u5e02"],"articleSection":["stocks"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/applelatest.com\/uncategorized\/1376.html#respond"]}]},{"@type":"WebPage","@id":"https:\/\/applelatest.com\/uncategorized\/1376.html","url":"https:\/\/applelatest.com\/uncategorized\/1376.html","name":"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf \"\u4e0d\u8457\u9678 \"\u7684\u4fe1\u5538 - Apple Latest","isPartOf":{"@id":"https:\/\/applelatest.com\/#website"},"datePublished":"2024-04-08T17:05:45+00:00","dateModified":"2024-04-08T17:05:45+00:00","breadcrumb":{"@id":"https:\/\/applelatest.com\/uncategorized\/1376.html#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/applelatest.com\/uncategorized\/1376.html"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/applelatest.com\/uncategorized\/1376.html#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/applelatest.com\/"},{"@type":"ListItem","position":2,"name":"\u6469\u6839\u58eb\u4e39\u5229\u7a31\u80a1\u7968\u8d70\u52e2\u8868\u660e\u7d93\u6fdf “\u4e0d\u8457\u9678 “\u7684\u4fe1\u5538"}]},{"@type":"WebSite","@id":"https:\/\/applelatest.com\/#website","url":"https:\/\/applelatest.com\/","name":"Apple Latest","description":"Apple\u6700\u65b0\u8cc7\u8a0a","publisher":{"@id":"https:\/\/applelatest.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/applelatest.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/applelatest.com\/#organization","name":"Apple Latest","url":"https:\/\/applelatest.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/applelatest.com\/#\/schema\/logo\/image\/","url":"https:\/\/applelatest.com\/wp-content\/uploads\/2023\/01\/WX20230106-163540@2x.png","contentUrl":"https:\/\/applelatest.com\/wp-content\/uploads\/2023\/01\/WX20230106-163540@2x.png","width":814,"height":294,"caption":"Apple Latest"},"image":{"@id":"https:\/\/applelatest.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/applelatest.com\/#\/schema\/person\/ed60be871043e449bf7d8e44ac3499a7","name":"applelatest","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/applelatest.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/38b40c1cdf1291b06464e33416acad6d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/38b40c1cdf1291b06464e33416acad6d?s=96&d=mm&r=g","caption":"applelatest"},"sameAs":["https:\/\/applelatest.com"],"url":"https:\/\/applelatest.com\/en\/author\/applelatest"}]}},"_links":{"self":[{"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/posts\/1376"}],"collection":[{"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/comments?post=1376"}],"version-history":[{"count":0,"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/posts\/1376\/revisions"}],"wp:attachment":[{"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/media?parent=1376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/categories?post=1376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/applelatest.com\/en\/wp-json\/wp\/v2\/tags?post=1376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}