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Morgan Stanley
8.4
Investment Bank $1600.00B
Michael Gapen 9.0
Investment Bank $1600.00B
Michael Gapen 9.0
Economy does not warrant a 50 basis point rate cut in September, says Morgan Stanley's Michael Gapen
9/17/2025 8:50:18 PM
yields
Our view is at least 75 basis points in cuts, probably 100. The Fed wants to recalibrate policy from restrictive towards neutral given the weaker labor market and inflation path.
| 9/8/2025 7:17:58 PM | short term cautious down | 6 days later | -0.98% | +0.49% |
| 9/4/2025 5:07:54 PM | medium term cautious down | 20 days later | +2.10% | -1.05% |
| 8/12/2025 6:27:35 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/5/2025 10:59:28 PM | medium term down | 20 days later | +0.90% | -0.90% |
| 8/5/2025 2:12:54 PM | short term cautious down | 5 days later | +1.26% | -0.63% |
