Morgan Stanley delays Fed rate cut outlook to September, December (from June, September)

A delayed Fed easing cycle reinforces a higher-for-longer rate backdrop, potentially weighing on equities and rate-sensitive assets, while increasing market volatility as expectations adjust. Morgan Stanley delays Fed cuts as oil and inflation risks complicate outlook.Summary:Morgan Stanley delays Fed rate cut outlook to September and DecemberPrevious forecast was June and September easingFed seen as more cautious following latest… Morgan Stanley delays Fed cuts as oil and inflation risks complicate outlook. . Summary: . Morgan Stanley delays Fed rate cut outlook to September and December . Morgan Stanley delays Fed cuts as oil and inflation risks complicate outlook. Summary: Morgan Stanley delays Fed rate cut outlook to September and December Previous forecast was June and September easing Fed seen as more cautious following latest policy meeting Powell signals need for clearer progress on inflation Rising oil prices complicating disinflation process Geopolitical risks adding uncertainty to policy outlook Fed stance described as balanced but patient Markets may… For traders, releases like this can quickly shift rate expectations, currency direction, index futures and broad risk sentiment. Watch the next move in the dollar, front-end yields and index futures to see whether the market prices this release as a true surprise or only a passing headline.