Risk
Could the 3% Yield Be the Trigger for the Bond Rally?
One school of thought: the 10-year Treasury hitting that level signals a growth slowdown.
Tag: Morgan Stanley
Risk
Why Bother With Market Forecasts If They Usually Are Wrong?
These auguries of where stocks may be headed serve a purpose, say market savants.
Risk
Wall Street Expects a Slowdown, Not a Recession, But …
The one skunk at the picnic is pessimistic Deutsche Bank, which sees trouble ahead.
Asset Allocation
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Asset Allocation
Forget US Stocks and Head Overseas, BCA Says
American equities are too costly, and there are better, cheaper prospects elsewhere, per the research outfit.
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Asset Allocation
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
Risk
Here’s Morgan Stanley’s Method of Girding for a Rocky Market
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Asset Allocation
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Market Moves
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Market Moves
Post-COVID Stock Picks: Morgan Stanley Highlights Its Recovery Plays
McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.