莫伊尼汉：利率將繼續下降，利好市場

Morgan Stanley adjusted its expectations for ECB rate hikes, projecting 50 basis points of rate increases in both June and September

Morgan Stanley has adjusted its monetary policy forecasts for the European Central Bank, expecting two rate hikes of 50 basis points each in 2026, while canceling rate hike expectations for 2027. The market currently anticipates three rate hikes this year. The forecast for the 10-year German government bond yield by the end of 2026 is 2.80%.

高盛上調歐洲央行貨幣政策預測，預計4月和6月各加息25個基點

Gate News消息，3月23日，高盛更新对欧洲央行（欧洲中央銀行，ECB）貨幣政策的預測，預計歐洲央行將在2026年4月和6月分別加息25個基點。此前，高盛預測歐洲央行今年將維持利率不變。

比特币与标普500相关性转正！市场恐慌加剧，BTC或下探65000美元

受中东局势升级影响，比特币与股票市场在三月走势显著转变，重新呈现正相关。市场情绪恶化，散户对未来悲观，分析师警告比特币可能与股市同步下跌。若跌破68000美元支撑，或指向65000美元。整体来看，宏观风险再度主导市场，波动风险提升。

Investinglive Analyst: Precious Metals Break Below 100-Day Moving Average, Central Bank Policy Shifts to Rate Hikes

贵金属市场受三因素影响：央行转向加息、黄金和白银跌破100日移动平均线，以及债券和股票增仓导致的抛售压力，这可能引发追加保证金要求。

Morgan Stanley recommends maintaining a neutral stance on US Treasuries, awaiting clarity on Middle East conflict impacts

Morgan Stanley strategists recommend maintaining a neutral stance on U.S. Treasuries pending clarity on Middle East conflict impacts, noting that fiscal stimulus speculation has failed to drive risk-off responses. Strategists emphasize that the Federal Reserve's stance is unfavorable for bond risk hedges.

SEC 擬終結加密貨幣監管灰區！主席 Paul Atkins 推「安全港」、募資豁免新制

美國證券交易委員會主席保羅·阿特金斯提出新加密資產監管框架，釐清哪些代幣不屬於證券，並透過「新創豁免」和「投資契約安全港」等措施簡化合規路徑，旨在為加密企業提供更清晰的募資指導，顯示SEC在監管上的政策轉向。