Category: Morgan
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Go big or go small? JP Morgan reiterates its call for 50 basis point cut next week.
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Cut or not cut 50 basis points. As the Federal Reserve’s September meeting approaches, JPMorgan reiterated its call for a 50 basis point rate cut, scheduled for Wednesday at 2 p.m. ET. Following Nick Timiraos’s article highlighting the Fed’s predicament, market odds have shifted from 80-20 to a roughly even…
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Morgan Stanley to pay $2M to settle probe on First Republic insider sales (NYSE:MS)
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never Morgan Stanley (New York: MS) agreed to pay $2 million to settle a Massachusetts securities regulator’s investigation into trading in First Republic Bank shares by a bank insider before its 2023 failure. Morgan Stanley (MS) did not acknowledge He did not deny the violations set forth in the consent…
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PJM capacity prices could soar again in next auction, Morgan Stanley says (NYSE:VST)
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Gargolas/iStock via Getty Images Power prices for most of the PJM Interconnection coverage area could reach a price ceiling of $695 per megawatt per day, More than double A record high of $270 per megawatt-hour per day at PGM’s July capacity auction, driven by tight power supplies, Morgan Stanley said…
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The business cycle should influence markets more than the election: Morgan Stanley By Investing.com
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As the United States approaches another presidential election, it is natural for investors to be curious about how the outcome will impact the markets. However, Morgan Stanley analysts point out that the business cycle, not the election, will have a more significant impact on market behavior. While election years are…
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Morgan Stanley updated its Dividend Equity Portfolio, dropped this big tech name By Investing.com
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Investing.com – Morgan Stanley has made a strategic update to its dividend stock portfolio, making key adjustments to reflect changing market dynamics and a careful reassessment of risks and opportunities. One of the biggest changes is the decision to drop Microsoft Corporation (NASDAQ:), one of the biggest names in technology.…
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Morgan Stanley updated its Dividend Equity Portfolio, dropped this big tech name By Investing.com
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Investing.com – Morgan Stanley has made a strategic update to its dividend stock portfolio, making key adjustments to reflect changing market dynamics and a careful reassessment of risks and opportunities. One of the biggest changes is the decision to drop Microsoft Corporation (NASDAQ:), one of the biggest names in technology.…
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Coca Cola stock replaces Pepsi as Morgan Stanley’s Top Pick in beverages By Investing.com
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Morgan Stanley analysts have raised Coca-Cola to their top pick in the beverage sector, replacing PepsiCo. The investment bank also raised its price target. Coca-Cola Company (NYSE:) shares from $70 to $78, representing a gain of about 10% from recent levels. “We continue to favor Coca-Cola here in absolute terms…
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Morgan Stanley latest to cut oil demand growth forecast on China factors (NYSEARCA:USO)
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SlavkoSereda/iStock via Getty Images Crude oil futures settled higher on Friday but fell for the week as the market digested bullish U.S. inventory data and Federal Reserve Chairman Jerome Powell delivered his speech. Strongest signal yet The central bank will cut interest rates next month. Earlier this week, oil futures…
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JP Morgan says to say goodbye to the carry trade – unlikely to return to predominance
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A note from JPMorgan suggests that the recent spike in volatility has dealt a major blow to carry trades in the foreign exchange market, which have been the dominant strategy in the foreign exchange market over the past 12 to 18 months. JPMorgan points to the unwinding of carry trades,…
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Morgan Stanley’s Bitcoin ETFs are ‘last taboo’ to adoption
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Morgan Stanley, the largest wealth management firm in the United States, has licensed its 15,000 financial advisors to recommend Bitcoin exchange-traded funds to select clients. As of August 7, advisors can now offer BlackRock’s iShares Bitcoin Trust and Fidelity’s Wise Origin Bitcoin Fund to clients with a net worth of…
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Morgan Stanley’s Bitcoin ETFs are ‘last taboo’ to adoption
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Morgan Stanley, the largest wealth management firm in the United States, has licensed its 15,000 financial advisors to recommend Bitcoin exchange-traded funds to select clients. As of August 7, advisors can now offer BlackRock’s iShares Bitcoin Trust and Fidelity’s Wise Origin Bitcoin Fund to clients with a net worth of…
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Boeing’s new CEO will confront key issues with plane output, cash flow: Morgan Stanley
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DM Foss BoeingNew York Stock Exchange: BAThe incoming CEO, Kelly Ortberg, will start his duties on August 8 amid a variety of challenges that the aerospace and defense giant is working to overcome. While Ortberg’s appointment as CEO removes some uncertainty for investors, important questions remain About BoeingBachelor’s) in the…
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Morgan Stanley to Offer Bitcoin ETFs to Wealth Clients: CNBC
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In a major move among Wall Street’s biggest banks, Morgan Stanley will soon allow its financial advisers to offer bitcoin exchange-traded funds to certain clients, according to CNBC. ReportsStarting Wednesday, the firm’s 15,000 advisors will be able to offer exposure to BlackRock’s iShares Bitcoin Trust and Fidelity’s Wise Origin Bitcoin…
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ICYMI – the J.P. Morgan Global Manufacturing PMI fell to 49.7 in July from 50.8 in June
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The latest JPM Global Manufacturing PMI was released on Thursday, falling below 50 in July, indicating a return to contraction. JPMorgan’s global manufacturing PMI fell to 49.7 in July from 50.8 in June. First contraction in 2024 so far, ending 6-month expansion streak Output growth slowed sharply, and new orders…
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Arm is poised for upside as edge AI emerges, Morgan Stanley says
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Various photography Arm Holding Company shares (NASDAQ: ARM) Owns Jumped more than 130% Year-to-date, the AI spending boom continues. But as AI starts to reach the edge, the British chip designer is poised to reap big rewards, according to a Morgan Stanley report. Stanley said. Arm, which is partly owned…
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Deflation in China is spilling over into the US and euro area: Morgan Stanley By Investing.com
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Deflationary pressures from China’s slowing economy are starting to reverberate through global markets, particularly affecting the United States and the euro zone through lower commodity prices, Morgan Stanley said on Monday. China’s prolonged deflation, the deepest since the 1990s, is exacerbating overcapacity problems despite recent policy measures aimed at stabilizing…
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How will the US election impact M&A? Morgan Stanley answers By Investing.com
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The upcoming US elections are expected to impact the M&A landscape, but according to Morgan Stanley, a strong M&A cycle is expected regardless of whether the winner is a Democrat or Republican. “A Democratic win would likely support the current strong economy, a key driver of M&A, while a Republican…
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J.P. Morgan bullish Stablecoins – see the market ‘growing again’
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JP Morgan says the rise in cryptocurrencies/Bitcoin so far this year has been a major boost to growth in stablecoins: In contrast to last year when market participants were still reeling from the collapse of several prominent crypto entities, the regional banking crisis, and of course the Fed’s tightening campaign,…