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.
Tag: Morgan Stanley
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.
Newsmakers
Ted Eliopoulos Joining Morgan Stanley
The former CalPERS CIO will oversee six investment team leaders and bolster the investment bank’s relationships with its asset owner clients.
Morgan Stanley Sees Weaknesses in Stock Rally
Value stocks are showing more life of late, which could signal a pullback, firm says.
Morgan Stanley Warns a 2nd Market Correction Is Coming
Weakness in once market-leading tech threatens to reprise the winter 10% slide, the firm says.