Morgan Stanley's chief investment officer said that unless the 10-year Treasury yield continues to fall below 4.5% and there is no significant deterioration in growth, it will continue to prioritize large-cap quality stocks. Click to view...
Morgan Stanley economists said they no longer expect the Federal Reserve to cut interest rates in March, and now expect a rate cut in June this year. The Trump administration is imposing tariffs faster than we expected, which could mean that the pullback in inflation will stall at higher levels, blocking the possibility of any near-term rate cuts. (Jin Ten)
Ted Peake, Morgan Stanley's chief executive, said on Thursday that the bank would work with US regulators to see whether it could engage deeply in the cryptocurrency market. "The key for us is whether we, as a highly regulated Financial Institutions Group, can act as traders," Mr. Peake told CNBC at the World Economic Forum in Davos, Switzerland. "We will work with the Treasury and other regulators to see how we can provide this service in a safe way."
Morgan Stanley said the US non-farm payrolls report should reduce the likelihood of a near-term rate cut by the Federal Reserve. With the inflation outlook more favorable, a rate cut in March remains more likely.
Morgan Stanley said the US non-farm payrolls report should reduce the likelihood of a near-term rate cut by the Federal Reserve.
Morgan Stanley: The Federal Reserve is expected to cut interest rates twice in 2025 by 25 basis points each, compared to the previous forecast of three 25 basis point cuts.
US banks such as Goldman Sachs Group, Morgan Stanley and Bank of America are asking investors to disclose whether they plan to borrow extra to invest in significant risk transfer (SRT) vehicles, as regulators examine whether they pose a threat to financial stability, according to people familiar with the matter. Investors have been asked this question in recent months as the promotion process kicks off. It comes as authorities warn investment firms looking to buy SRT, a type of investment vehicl...
Morgan Stanley expects the 10-year Treasury yield to fall to 3.75% by mid-2025 and just over 3.50% by the end of next year, with a 75 basis point cut expected in the first half of 2025.
Morgan Stanley: The yield on the 10-year U.S. Treasury bond is expected to fall to 3.75% by mid-2025. (Jin Ten)
Morgan Stanley said the economy is growing strongly but inflation is getting closer to target, pushing the Fed to cut rates by 25 basis points. At the press conference, Powell will acknowledge strong GDP growth and payrolls in the third quarter of 2024 and will not emphasize the slowdown as he did at the last meeting.... Powell is not expected to give specific guidance on the size or pace of future rate cuts. Focus on the statement's statement on job growth. Fed Governor Bowman is expected to su...