Morgan Stanley: Es macht Sinn, eine offenere Haltung gegenüber der von Musk geleiteten US-Effizienzbehörde einzunehmen.

Odaily Planet Daily News: Morgan Stanley predicts that the yield on 10-year US Treasury bonds will fall to 3.55% next year, lower than the previous 3.75%, because they expect that the magnitude of the interest rate cut by the Federal Reserve will exceed market expectations. Morgan Stanley’s team also has interesting views on the Department of Government Efficiency and its leaders Elon Musk and Vivek Ramaswamy. The team said, ‘Although many people doubt whether they can truly reduce expenses by improving efficiency, we believe that it makes sense to take a more open attitude considering the individuals involved and the apparent focus of Trump’s second term. As the final result is still inconclusive, we believe that the term premium will indicate how the bond market views this issue.’ (Jin10)