TechFlow News: On March 23, according to JINSHI Data, strategists at Morgan Stanley stated in a report that they currently recommend a neutral stance on U.S. Treasuries until the economic impact of the Middle East conflict—and its implications for the Federal Reserve’s interest-rate path—become clearer. They said: “We prefer to maintain a neutral stance on U.S. Treasuries until we gain a clearer understanding of how the Iran conflict affects both Fed policy—and, equally importantly, fiscal policy.” They also noted that speculation about additional fiscal stimulus may help explain why U.S. Treasuries have not reacted to risk-aversion sentiment as expected. They added: “Of course, the absence of a dovish Fed also undermines the use of U.S. Treasuries as a hedge against riskier assets.”
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