Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Tag: Morgan Stanley
Why Venture Capital Is Doing So Well
With stocks and bonds offering meager futures, pension plans and other investors find under-appreciated VC beats another alt, private equity, which grabs all the attention.
Market Moves
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Market Moves
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Market Moves
Ebbing M&A Activity May Just Be Rebounding, Says Wells Fargo
The economic slump has held down merger action in 2020.
Risk
A Bad Sign? Lots of Corporate Insiders Are Selling Shares
This indicator has presaged two previous peaks, although its long-term record as a predicter is mixed.
Market Moves
Stocks Now Are the Spittin’ Image of 2009, Morgan Stanley Strategist Says
And ’09 was the rebound year from the financial crisis bear market, Michael Wilson notes, meaning we’re in for a bullish stretch.
Market Moves
Re-Opening the Economy Won’t Do Stocks Much Good, Says Yale Expert
Portent: Chinese consumers remain fearful about going out after lockdown lifted, ex-Morgan Stanley honcho Roach warns.
Coronavirus - COVID-19
And Now, the Case for a 2020 Recession
IHS Markit sees one hitting in the second quarter and lasting to year-end.
Market Moves
Another Trump Tariff Hike Would Spark a Recession, Morgan Stanley Says
If the US lifts the levy to 25% on all Chinese imports, firm sees worldwide economic downturns.
Market Moves
As the Trump-Xi Confab Nears, Wall Street Is Leery
Lots of wariness about an escalation of the US-China trade war and bad economic fallout.
Market Moves
Trade War Could Shove US into a Recession, Morgan Stanley Says
Escalating conflict may slice corporate earnings and lower employment, firm warns.
California Settles with Morgan Stanley over Financial Crisis Losses
Recession-era mortgage-backed securities deals creates $150 million settlement for CalPERS, CalSTRS.
That Nifty 3.2% GDP Surge Doesn’t Impress Morgan Stanley
Firm’s economists think the pace will slow to 1.1% in the current quarter.
Is an Earnings Recession Really Coming?
Morgan Stanley says yes, CFRA says no.