The Bulls Return: Brent Crude Could Hit $70, Says Morgan Stanley

With Brent Crude oil driving higher on Wednesday — up nearly $1 and trading at $67.59 in early afternoon New York trading – Morgan Stanley analysts Martijn Rats and Amy Sergeant point out that European refining margins have weakened recently. This is creating a negative correlation, where refining stocks head lower as the underlying product, Brent… Please follow and like us:

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Morgan Stanley Quants: Volatility Ahead, FAANG Could Fall Much Further

Has the love affair with FAANG stocks ended? Just as Bank of America Merrill Lynch was pointing out that technology stocks started to become a crowded trade, along comes Morgan Stanley analysis that breaks down the beta factor performance models. In short, they see volatility ahead — which can disrupt existing momentum trades. When looking at… Please follow and like us:

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Who Is Going To Call The Top In Bitcoin? Morgan Stanley Says They Might Have A Model

In the alternative investment industry, there is an unpublished list of all-time excellent risk management trades. There is Balyasny Asset Management logically modeling in 2015 that the US Federal Reserve withdrawing quantitative stimulus might lead to a crash and adjusting its risk management overlay accordingly. There is Jim Chanos and Kynikos Associates calling out fraud at… Please follow and like us:

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MS: FAANG Hot Streak Coming To An End

Facebook, Apple, Amazon, Netflix, and Google (Alphabet) have been the market’s top stocks in 2017, but what does next year hold for these tech behemoths collectively known as the FAANGs? According to a recent research note from analysts at Morgan Stanley, collectively the FAANGs have added 4.3 percentage points of market capitalization to the S&P 500… Please follow and like us:

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Morgan Stanley raises forecast on China’s GDP growth

BEIJING – Morgan Stanley has revised its forecast on China’s GDP growth as it believes ongoing reforms, including excess capacity cuts, are improving the quality and structure of the economy. The New York-based investment bank predicted the economy will expand by 6.8 percent year-on-year in 2017 — up from a previous forecast of 6.6 percent –… Please follow and like us:

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Morgan Stanley: When Will The Bull Market End?

Trying to predict the end of economic cycles isn’t an easy game, but analysts at Morgan Stanley believe that they have some idea as to the date of the current bull market end. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read… Please follow and like us:

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4 Warning Signs Investors Shouldn’t Ignore

A clear and undeniable warning sign of market madness to come presaged “Black Monday,” the calamitous, if now somewhat off-the-radar, crash of Oct. 19, 1987, when the Dow Jones industrial average plunged 22%. It was the largest single-day drop in Wall Street history. Alas, the powerful message of a terrifying four hours in the market nine… Please follow and like us:

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Jerome H. Powell Nominated As Fed Chair – Analysts React

Yesterday, Jerome H. Powell was nominated by President Trump to take the place of Fed Chair, Janet Yellen. All the pundits are wondering what this means for Federal Reserve policy in particular for potential rate hikes and balance sheet unwinding. Below are snippets from what analysts are saying about how Jay Powell would change (or not)… Please follow and like us:

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Brexit threatens 10,000 finance jobs: Bank of England

Some 10,000 UK financial services jobs could move abroad on the first day of Brexit, the Bank of England predicted Wednesday after warnings of up to 75,000 relocations in total. Back in April, the central bank asked British financial companies to draw up contingency plans based on the assumption that Britain would leave the EU with… Please follow and like us:

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(US Open) – European stocks edge higher; Wall Street opens little changed with Dow not far below 23,000

(US Open) – European stocks edge higher; Wall Street opens little changed with Dow not far below 23,000 European stocks edge higher With the open of US markets at 1330 GMT, the Stoxx 600 was trading marginally higher. The pan-European index fluctuated within a relatively narrow range during today’s trading, having reached a fresh near four-month… Please follow and like us:

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IPOs and Secondaries: All you need to know to play the game

WASHINGTON, September 29, 2017 – At last it’s the wild and wooly last trading day of the month and of Q3 2017. What a boring and rather negative month it’s been for us! Window-dressing and other geeky trading moves are currently masking Mr. Market’s real intentions. We’ll need to wait and see if the generally favorable… Please follow and like us:

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Get ready. Here comes rapid economic growth.

WASHINGTON, June 21, 2017 – President Trump’s effort to increase economic growth has been somewhat thwarted by politics. He would like to solve the health care issue and reform the tax code, which is really what is needed to increase economic growth. Despite that, he has already issued some growth inducing executive orders. Some economists believe… Please follow and like us:

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Private Equity Transactions to Remain Robust in Seller’s Market

Morgan Stanley, Kirkland, Kekst Top Advisers in Q1 NEW YORK, May 15, 2017 /PRNewswire/ — Morgan Stanley, Kirkland & Ellis LLP, and Kekst and Co. were the top advisers to the private equity industry in the first quarter of 2017, according to The Deal, a business unit of TheStreet, Inc. (NASDAQ: TST). The report also found… Please follow and like us:

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Morgan Stanley Leads in First-Quarter M&A Deals as Bankers Remain Optimistic on Trump Deregulation Plan

Goldman Sachs, Barclays Capital and Citigroup Round Out Top Four NEW YORK, April 28, 2017 /PRNewswire/ — Morgan Stanley led the way in mergers and acquisitions during 2017’s first quarter, while total deals announced increased a slight 4.3% from 2016’s fourth quarter, according to The Deal, a business unit of TheStreet, Inc., (NASDAQ: TST). U.S. transactions… Please follow and like us:

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How These Shipping Stocks are Faring? — Overseas Shipholding, Star Bulk, Kirby, and Golar LNG

NEW YORK, April 21, 2017 /PRNewswire/ — The global Shipping industry transports cargo through designated sea routes, and is regulated by the International Maritime Organization. It can be broadly classified into wet bulk, dry bulk, and liners. Today, Stock-Callers.com scans the following four stocks: Overseas Shipholding Group Inc. (NYSE: OSG), Star Bulk Carriers Corp. (NASDAQ: SBLK),… Please follow and like us:

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