An interesting snippet from analysts at Morgan Stanely on a not-so-fat result: GLP-1 medications like Ozempic have seen a $340 billion uplift in market value for GLP-1 makers And, offsetting that on the scales, “disrupted” stocks have lost around US$258 billion in market value Analysts noted that consumer interest in the medications has weakened somewhat,
© Reuters. Morgan Stanley has identified a potential risk to the sterling’s 5%-20% premium due to the persistent current account deficit in the UK, according to their analysis of the country’s trade data. The bank’s scrutiny comes ahead of the anticipated publication of the Pink Book. According to Morgan Stanley, the sterling could serve as
Morgan Stanley assessed the impact on oil markets from the brutal Hamas attack on Israel. said that as neither Israel nor its direct neighbours are large oil producers the near-term risk to oil supply is limited MS did add though something to watch out for: “However, that could change in case the conflict were to
The firm sees the BOE keeping the bank rate steady at 5.25% until year-end before starting to cut rates in May 2024. They see the bank rate falling to 4.00% by the end of next year. They now join the likes of Goldman Sachs, BNP Paribas, and Barclays in making a similar call. لینک منبع
© Reuters. LONDON (Reuters) – Morgan Stanley’s analysts returned to a ‘bearish’ stance on emerging market FX on Tuesday, predicting China’s economic strains would continue to push down its currency and flagged the growing set of developing countries also now cutting interest rates. “We expect more CNH (yuan) weakness, and China macro risks add to
Bloomberg (gated) have the comments from Morgan Stanley and Goldman Sachs. Morgan Stanley say: Opportunities in Japanese equities are “now even clearer” the BOJ adjustment on Friday to allow the yield on 10-year bonds to trade as high as 1% has “successfully added policy flexibility without signaling a tightening cycle” noted that sustained monetary tightening
Los inversores minoristas podrían comenzar a vender si bitcoin cotiza for debajo $10.000 US$, asguró el informe. لینک منبع : هوشمند نیوز
مورگان استنلی به عنوان نهادی مستقل از کریپتومونداها وابسته است. Las Empresas de finanzas tradicionales han estado introduciendo cada vez más productos de criptomonedas for satisfacer las requestas de sus sus clients, pero dados los recientes movimientos en los productos businessados en bolsa (ETP، با توجه به حجم های انگلیسی انگلیسی) “یک منوس که هایا
Hay más de 180 fondos cotizados en bolsa (ETF, por sus siglas en inglés), productos cotizados en bolsa (ETP, por sus siglas en inglés) و fideicomisos. این محصول با قیمت 70 درصد به مبلغ 24000 دلار آمریکا از 84000 میلیون دلار آمریکا به مبلغ 84000 میلیون دلار آمریکا می‌رسد. لینک منبع : هوشمند نیوز
