Morgan Stanley turns bullish on most US assets, except dollar - Reuters

Morgan Stanley Bullish On U.S. Assets Bearish On U.S. Dollar - The Wealth Advisor

Global FX: Interrogating the optimistic baseline

The desk is currently evaluating a dollar bearish narrative amidst ongoing volatility in U.S. equities and geopolitical tensions. Per the full note from J.P. Morgan, the analysis suggests that the optimistic baseline for the dollar may be overly reliant on cyclical recovery assumptions. This view is supported by recent fluctuations in industrial commodities and the potential for further equity market instability, which could undermine the dollar's strength in the near term.

Morgan Stanley sees US dollar weakening as Fed holds rates By Investing.com - Investing.com India

The Pathway to Euro-Dollar Strength Widens: Morgan Stanley - Pound Sterling Live

Morgan Stanley reinforces bullish EUR/USD view, citing widening pathway for euro-dollar strength as U.S. exceptionalism fades and ECB policy divergence narrows. The headline suggests a structural shift rather than tactical trade.