Why Invest Counter-Cyclically in US Stocks?
Morgan Stanley recommends counter-cyclical investments in US stocks, based on an expected monetary easing by the Federal Reserve, which could lead to interest rate cuts in the near future. These measures not only support bonds but can also enhance corporate profits, thereby having a positive effect on the stock market.
The Role of Deregulation and Economic Policy
Although deregulation is not explicitly addressed, political measures that favor corporations could strengthen the US stock markets.
Market Developments as Buying Opportunity
The recent drop in stock prices on Wall Street presents an opportunity for brave investors, according to Morgan Stanley. Particularly as the risk of recession has decreased due to a temporary agreement in the trade conflict with China.
Analyses and Forecasts from Morgan Stanley
According to Morgan Stanley’s strategists, most companies have shown resilience with positive earnings revisions, indicating the sustainability of US stocks. The forecasts see the S&P 500 reaching 6,500 points by the second quarter of 2026.
Importance for Investors and Savers
These recommendations are particularly important for private investors and savers, as they indicate significant opportunities in the US stock market despite short-term fluctuations. Nevertheless, individual risk tolerance and investment goals should be taken into account.
Conclusion
Overall, Morgan Stanley advocates for counter-cyclical investments in US stocks, supported by robust corporate performance and potential gains from deregulation, while private investors should always carefully weigh their decisions.