更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Morgan Stanley RESEARCH June 5, 2024 03:01 PM GMT US Economics & Global Macro Strategy I North America FOMC Preview: June Meeting Slow inflation progress this year keeps the Fed on hold for longer. Chair Powell should emphasize patience. We still see a first cut in September. Our strategists maintain long 3m1Oy receivers. Key expectations shuinu . The FOMC remains on hold at 5.375%. The FOMC statement describes progress on inflation as slowed rather than stalled. The Summary of E ...