Morgan Stanley: Stay Neutral on Treasuries Until Iran Conflict's Impact on Fed, Fiscal Policy Clears
Morgan Stanley is hitting pause on Treasuries. Strategists say they're staying neutral until the Middle East conflict's implications for the Fed and fiscal policy come into focus. "We prefer to remain neutral on Treasuries until we have a better read on how the Iran conflict will affect Fed policy and fiscal policy," they wrote. The report also noted that chatter about more fiscal stimulus may explain why bonds haven't behaved as a typical safe haven. And with the Fed not exactly dovish, using Treasuries to hedge risk assets gets trickier. For now, it's wait and see.
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