74.4 F
Clearwater
Thursday, January 20, 2022
morgan-stanley:-this-is-an-unusually-good-moment-to-borrow-money

Morgan Stanley: This Is An Unusually Good Moment To Borrow Money

By Andrew Sheets, Chief Cross-Asset Strategist for Morgan StanleyA Borrower Not a Lender BeObvious things can still matter. Across a number of metrics, this is an unusually good moment to borrow money. While we’re mindful that ‘yields are low’ has been a steady cry throughout the last decade, today we’re seeing borrowing costs, ability and…
morgan-stanley:-the-delta-wave-will-peak-in-1-2-weeks

Morgan Stanley: The Delta Wave Will Peak In 1-2 Weeks

In making his case for the bottom in yields and cyclical stocks, yesterday JPMorgan quant Marko Kolanovic yesterday echoed what we said earlier this week when we observed that the Delta wave may have just peaked, writing that "the US inflection is days away."He's not the only one to piss into the Biden admin's hopes…
morgan-stanley:-yields-are-“a-ways-off”-where-they-should-be

Morgan Stanley: Yields Are “A Ways Off” Where They Should Be

By Guneet Dhingra, Head of US Interest Rate Strategy at Morgan Stanley Citius, Altius,Fortius – the Olympic motto – which translates to Faster, Higher, Stronger, might as well be our current motto for Treasury yields. We think that the Treasury market will price in a faster pace of rate hikes, resulting in higher US 10-year…
morgan-stanley:-where-do-we-stand-on-the-key-market-debates-and-views

Morgan Stanley: Where Do We Stand On The Key Market Debates And Views

By Vishwanath Tirupattur, Morgan Stanley global head of Quantitative ResearchIt has been quite a week. Yields on benchmark 10-year US Treasury rates plunged to levels not seen since early February, equity markets sold off aggressively, just a week after the S&P 500 hit a record high, volatility spiked, and it was just Monday! The popular…
morgan-stanley:-this-cycle-will-be-“hotter-but-shorter”-than-usual

Morgan Stanley: This Cycle Will Be “Hotter But Shorter” Than Usual

By Andrew Sheets, Chief Cross-Asset Strategist for Morgan StanleyWe think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output…
morgan-stanley:-today-we-are-facing-another-growth-scare,-and-it-too-will-fade

Morgan Stanley: Today We Are Facing Another Growth Scare, And It Too Will Fade

By Chetan Ahya, Morgan Stanley's Chief Economist and Global Head of EconomicsNearly a year ago, we wrote in the Sunday Start about the first growth scare of the new cycle (see Three Reasons Why the Recovery Is on Track, July 26, 2020). Then, a rise in COVID-19 cases sparked fears of renewed lockdowns, and the delay in passing…
jp-morgan-warns-us-employees-it-may-require-them-to-get-vaccinated

JP Morgan Warns US Employees It May Require Them To Get Vaccinated

Morgan Stanley surprised many on Wall Street - including its employees, clients and rivals - when the FT reported earlier this week that the company planned to require all employees and clients to be fully vaccinated before they can enter any of the firm's New York offices.Despite the controversy that surrounded the decision, it looks…
morgan-stanley:-“we-are-getting-a-lot-of-client-pushback-on-our-call-for-a-15%-drop”

Morgan Stanley: “We Are Getting A Lot Of Client Pushback On Our Call For...

By Michael Wilson, chief equity strategist of Morgan StanleyOver the past few weeks, we’ve been spending a lot of time with investors discussing and debating our mid-year outlook. Here are the highlights:First, investors are definitely more receptive to the mid-cycle transition narrative that we introduced a few months ago. There’s an acknowledgement that something has…
morgan-stanley:-this-is-the-biggest-threat-to-the-red-hot-global-recovery

Morgan Stanley: This Is The Biggest Threat To The Red-Hot Global Recovery

By Chetan Ahya, Morgan Stanley's Chief Economist and Global Head of EconomicsA year ago, when the global economy was in the depths of the Great Covid-19 Recession, we argued for a V-shaped recovery and the return of inflation. 12 months on, deep scepticism has given way to broad agreement.The debate now is whether the strong…
morgan-stanley:-“the-market-gets-it”-that-trading-is-about-to-get-much-more-difficult:-here’s-why

Morgan Stanley: “The Market Gets It” That Trading Is About To Get Much More...

One week after Michael Wilson presciently warned that the recent breakdown of small caps was "a warning sign that the reopening would be more difficult" than anticipated by the market...... while also cautioning that "the underperformance in IPOs and SPACs is a signal that the excessive liquidity provided by the Fed is finally being overwhelmed…
Web Hosting

Recent Posts

USD - United States Dollar
EUR
1.131
GBP
1.356
AUD
0.722
HKD
0.128
CHF
1.091
JPY
0.009