1. Morgan Stanley's chief equity strategist: Interest rates above 4.5% will significantly suppress U.S. stocks
2. Will Trump's election become a top selling signal?
3. The yield on UK 30-year bonds rises
4. The rise of the dollar since the U.S. election is not closely related to tariffs
5. The chart below well presents the fiscal condition and expectations of the U.S.
6. Growth in U.S. government employment positions
7. The Korea-U.S. bond yield spread approaches 200 basis points, adding to the woes of the Korean won
8. Citigroup joins Morgan Stanley in a bullish stance, expecting the Indian stock market to rise another 10% this year
9. Companies in the German DAX index expect over 10% growth in earnings per share this year, the highest in European stock markets
10. The ongoing lithium supply surplus, along with the prospect of some mines reopening if prices rise, means that lithium prices are unlikely to see a significant recovery this year

Morgan Stanley's chief equity strategist stated that interest rates exceeding 4.5% will significantly suppress U.S. stocks. Trump's election could become a top selling signal. The yield on UK 30-year bonds has risen. The rise of the dollar is not closely related to tariffs. The U.S. government job growth is increasing. The Korea-U.S. bond yield spread is approaching 200 basis points, affecting the Korean won. Citigroup expects the Indian stock market to rise another 10%. Companies in the German DAX index expect earnings per share growth of over 10%. There is an oversupply of lithium, making it difficult for prices to recover significantly

- Morgan Stanley's chief equity strategist warns that interest rates above 4.5% will significantly suppress U.S. stocks.  
- The rise in the 30-year UK bond yield and the relationship between the dollar's increase since the U.S. elections and tariffs are also discussed.  
- Additionally, Citigroup joins Morgan Stanley in predicting a 10% rise in India's stock market this year, while ongoing lithium supply surplus suggests limited price recovery for lithium.

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