M Morgan Stanley Research: Key Forecasts October 13, 2026 06:23 PM GMT Next 12-Months Outlook: Our High-Conviction Calls Our global and US economic outlook remains constructive: US growth is resilient despite the focus on higher rates. After the Sep rate hike, we see two more hikes in this mini-recalibration (Sep, Dec, and Mar). Market uncertainty around the Fed, growth, corporate issuance, and oil are all contributing to rising expectations of monetary tightening over the next 12 months. While we do not se ...