Odaily星球日报讯 摩根士丹利周一重申其对美联储将在 9 月降息 25 个基点的预期，尽管近期全球市场出现大幅下跌。该行经济学家指出，虽然市场对日本央行最新利率决议和美国较弱的非农数据反应强烈，但它们并不代表经济状况发生根本性转变，因此坚持长期以来的预期，即美联储将在 9 月降息 25 个基点。 展望未来，摩根士丹利强调，美联储降息和日本央行加息之间潜在的相互作用可能会支撑日元，初步观点保持不变，预计日本央行将在明年 1 月份加息。（金十）

Odaily星球日报讯 摩根士丹利周一重申其对美联储将在 9 月降息 25 个基点的预期，尽管近期全球市场出现大幅下跌。该行经济学家指出，虽然市场对日本央行最新利率决议和美国较弱的非农数据反应强烈，但它们并不代表经济状况发生根本性转变，因此坚持长期以来的预期，即美联储将在 9 月降息 25 个基点。展望未来，摩根士丹利强调，美联储降息和日本央行加息之间潜在的相互作用可能会支撑日元，初步观点保持不变，预计日本央行将在明年 1 月份加息。（金十）

摩根士丹利坚定美联储9月降息25个基点预期

Odaily Planet Daily Report: Morgan Stanley reiterated its expectation on Monday that the Federal Reserve will cut interest rates by 25 basis points in September, despite the recent significant decline in global markets. The bank's economists pointed out that although the market reacted strongly to the Bank of Japan's latest interest rate decision and the weaker-than-expected U.S. non-farm data, they do not represent a fundamental change in the economic situation, and therefore they maintain their long-standing expectation that the Federal Reserve will cut interest rates by 25 basis points in September. Looking ahead, Morgan Stanley emphasized that the potential interaction between the Federal Reserve's interest rate cut and the Bank of Japan's interest rate hike may support the Yen, and their preliminary view remains unchanged, expecting the Bank of Japan to raise interest rates in January next year. (Jinshi)

Odaily Odaily News: Morgan Stanley reiterated on Monday its expectation that the Federal Reserve will cut interest rates by 25 basis points in September, despite the recent sharp decline in global markets. The bank&#39;s economists pointed out that although the market reacted strongly to the latest interest rate decision of the Bank of Japan and the weaker non-farm data in the United States, they did not represent a fundamental change in economic conditions, so they insisted on the long-standing expectation that the Federal Reserve will cut interest rates by 25 basis points in September. Looking ahead, Morgan Stanley emphasized that the potential interaction between the Fed&#39;s rate cuts and the Bank of Japan&#39;s rate hikes may support the yen, and the initial view remains unchanged, and the Bank of Japan is expected to raise interest rates in January next year. (Jinshi)

Morgan Stanley firmly expects the Federal Reserve to cut interest rates by 25 basis points in September.

The Bank of Japan decided to raise interest rates again at its monetary policy meeting last month (31st), increasing the rate from around 0 to 0.1% to 0.25%, bringing Japan's short-term interest rate back to around 0.3% level as of December 2008.

Japan's interest rate hike policy has caused a market sell-off, with the unwinding of carry trade transactions affecting turmoil in various markets including credit, stocks, US Treasuries, and cryptocurrencies.

Extended reading: Is the collapse of the 300 trillion yen carry trade the reason for this stock market bloodbath?

Former BOJ board member: Japan will not raise interest rates again this year.

Given this, former BOJ board member Sakurai...

Japan will not raise interest rates again this year? Former central bank board member: Now is the right time to continue with accommodative policy.

The Reserve Bank of New Zealand will announce its interest rate decision on Wednesday. ING expects the outcome of this meeting to be a very close decision, with the market divided on whether the bank will cut rates by 25 basis points or keep rates unchanged. However, ING leans towards the view that, due to lingering concerns about inflation, the Reserve Bank of New Zealand may still be inclined to wait for the Federal Reserve to take action first, and may cut rates by 50 basis points in October. Another possibility is a "hawkish" rate cut. (Gold Ten)

The Netherlands International: The Reserve Bank of New Zealand may wait for the Federal Reserve to act first.

The market's attention is all focused on the US consumer price index (CPI) report this week, and traders hope this will provide the Federal Reserve with the necessary ammunition to begin cutting interest rates at its next meeting in September. Considering that Powell may soon outline his interest rate cut plan at the Jackson Hole economic symposium, traders question whether the market's performance when he speaks will be higher than after the inflation data is released. Powell's message later this month may help investors predict how many rate cuts will occur over the next year, as he hinted at the end of July that policymakers may lower borrowing costs at the September meeting. (Jinshi)