JP Morgan see “tariff headline news flow risk as a continuous theme” through 2025
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and...
Tag : Morgan
Morgan Stanley upgrades Alibaba, says Chinese AI play has room to run as cloud demand takes off
Morgan Stanley is bullish on Alibaba’s artificial intelligence-driven growth as the company boosts its spending plans. Analyst Gary Yu upgraded shares of the Chinese e-commerce...
Morgan Stanley G10 FX outlook: AUD, JPY, GBP, NZD, CAD, CHF
Morgan Stanley maintains its broader G10 FX outlook, favoring AUD and JPY as top performers, GBP resilience, and NZD gains trailing AUD. They see CAD...
Morgan Stanley Turns More Optimistic on China Equities, Sees Structural Shift in Market
Morgan Stanley has upgraded its stance on offshore Chinese equities, citing a sustainable recovery in return on equity (ROE) and a shift in valuation dynamics....
Morgan Stanley: Key focus for today’s FOMC Minutes
Morgan Stanley expects few surprises from today’s FOMC minutes, given Chair Powell’s more recent testimony in mid-February. However, the minutes may provide insight into how...
J.P. Morgan upgrades Singapore equities to overweight on strong outlook, target 6% gain
J.P. Morgan has upgraded Singapore equities to overweight, citing attractive valuations, high dividend yields, and government measures aimed at revitalizing the domestic stock market. The...
Mitsubishi UFJ Morgan Stanley shifted its BOJ rate hike call to July, from Q4 previously
Mitsubishi UFJ Morgan Stanley Securities expects the Bank of Japan (BOJ) to raise interest rates to 0.75% in July, moving up its previous forecast from...
JP Morgan on Trump’s social media activity showing diminished market-moving influence
Analysts at JP Morgan say that Trump’s social media activity has significantly declined in market-moving influence compared to his first term. JPM cite his 126...
These stocks are primed to withstand rising tensions on global trade, Morgan Stanley says
As global trading tensions mount, U.S. companies that provide services should be more well-sheltered than goods manufacturers, according to Morgan Stanley. The new Trump administration’s...
Hurry up and buy Nvidia and others ahead of earnings, Morgan Stanley says
Analysts at Morgan Stanley said there’s still plenty of overweight-rated stocks to buy ahead of earnings as the reporting season wraps up. The firm says...