Moneywise77d agoneutral
Morgan Stanley sees a 'trifecta' driving inflation higher — but Bessent says disinflation is weeks awayConflicting signals could make things even more confusing for investors.
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TheStreet78d agoneutral
Morgan Stanley resets Fed interest rate cut path for 2027Despite the bond market’s increasing expectations that the Federal Reserve will soon need to hike short-term interest rates, one major bank says the central bank will maintain holding rates steady and then resume a dovish stance next year. Morgan Stanley’s May 18 note, shared with TheStreet, calls ...
Bloomberg78d agoneutral
Polymarket Deepens Push to Allow Bets on Value of Hot Startups(Bloomberg) -- Polymarket plans to use data from Nasdaq Private Market as it seeks to expand bets on unlisted companies amid a frenzy of retail investor interest.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapThe prediction
GuruFocus.com78d agoneutral
Morgan Stanley Issues Blunt Message on U.S. Equities Amid Energy RisksMorgan Stanley Flags Recession Risk but Doubles Down on Stocks
Bloomberg79d agobearish
Inflation Uptick Is Starting to Send Sell Signals to Stock Bulls(Bloomberg) -- Wall Street strategists are warning the honeymoon period for stocks following a blockbuster earnings season is over and that a harsh macro-economic reality now threatens this year’s rally.Most Read from BloombergUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpWinners and Losers From Trump and Xi’s Beijing Summit TalksBillionaire Rinehart Bets $100 Million on US Defense StocksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as
GuruFocus.com82d agobearish
Morgan Stanley Cuts South Africa 2026 Growth Forecast to 1.2%Higher oil prices could pressure consumers, inflation and investment while keeping South Africa's reform trajectory in focus.
Investing.com82d agoneutral
Morgan Stanley: tariff passthrough easing, oil impact on core inflation containedInvesting.com -- Morgan Stanley expects the Federal Reserve to hold interest rates through the rest of 2026 before beginning a gradual easing cycle in 2027, with the bank's mid-year outlook resting on fading tariff passthrough and limited spillover from higher oil prices into core inflation.
Bloomberg85d agoneutral
Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data(Bloomberg) -- Goldman Sachs & Co and Bank of America Corp are the latest in a growing cohort of Wall Street banks pushing back their forecasts for interest-rate cuts, arguing that both jobs and inflation data make a case for the Federal Reserve to keep rates on hold until at least the end of the year.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Un