Morgan Stanley hasn’t changed its Federal Reserve forecast despite strong US CPI report
The data can be found here: If you wanted a heads up on the higher-than-expected number BEFORE it came out, read ForexLive! Adam nailed it:...
Tag : Morgan
Morgan Stanley says buy Tesla to play AI’s transformation of manufacturing
Tesla is best positioned to benefit from the transformation of U.S. manufacturing by artificial intelligence merging with physical machines, according to Morgan Stanley. The U.S....
Morgan Stanley upgrades this chipmaker, sees it rallying more than 20%
NXP Semiconductor is headed for better times after a difficult two years, according to Morgan Stanley. Analyst Joseph Moore upgraded the stock to overweight from...
Morgan Stanley says buy the DeepSeek dip in Nvidia, calls it top pick into earnings
The recent DeepSeek-fueled sell-off in technology stocks has made Nvidia shares ripe for the picking, according to Morgan Stanley. Analyst Joseph Moore reiterated Nvidia as...
JP Morgan maintains view that US-China tariff war likely to escalate, all the way to 60%
JP Morgan has reaffirmed its baseline assumption that the United States will raise tariffs on Chinese goods to 60%, signalling expectations of further escalation in...
JP Morgan see a much weaker Chinese yuan due to Trump tariffs, PBoC to step in
JP Morgan cite cocnerns over Trump’s extra tariff impost on China. Says USD/CNH to rise at least 1% higher from its January closing level. analysts...
Morgan Stanley now sees just one Fed cut this year
Morgan Stanley economists no longer expect a Fed cut in March, according to the WSJ. They now expect only one rate cut this year, in...
Morgan Stanley downgrades U.S. Steel, sees limited growth opportunities ahead
United States Steel is running out of runway for growth, according to Morgan Stanley. The firm downgraded the steel stock to equal weight from overweight...
JP Morgan on Trump tariffs – reinforce their bullish view on gold
JP Morgan on the Trump tariff trade war: reinforces their bullish view on gold maintain their near-term bearish on base metals LME base metals prices...
ICYMI – Morgan Stanley slashes UK 2025 GDP growth forecast to 0.9% (from 1.3% previously)
Justin had the news on this on Monday. Morgan Stanley cited: recent slowdown signs of labour market weakness MS added that the lingering effects of...