Andrew Slimmon predicts year-end rate cuts if Iran war ends

6 articles · Updated · Business Insider · May 10

The Morgan Stanley portfolio manager said cuts could come about six months after a durable ceasefire, even as futures implied a 74% chance of no Fed cut by December.
He argued any easing would boost equities only if markets remain underpriced for it, with the S&P 500 at record highs despite oil swings and war-driven volatility.
A shaky US-Iran ceasefire has held during peace talks, while a stronger-than-expected April jobs report recently pushed market expectations toward unchanged rates.

With oil prices soaring from the conflict, is the Fed risking a repeat of 1970s stagflation?

If peace breaks out in Iran, are markets unprepared for the coming economic tailwind?