A great table from Morgan Stanley suggests that all the tell-tale signs of a bond market peak are coming into place. Click to enlarge: Join the conversation about this story » Go to Source @import ‘http://heyzap.com/elightbox/lightbox.external.css’; var heyzap_link = new Heyzap(‘heyzap_games’, {“embed_key”: “d673fbb81e”}); Play games on Finance Blog
about 1 day ago - No commentsPaper is out; stuff is in. That’s what the markets are telling us right now. The dollar, that esoteric, floating abstraction upon which the financial world erects its sandcastle economies, plumbed a new seasonal low this week, with the dollar index flirting dangerously with its support level of 77. “Stuff,” as measured by the CRB [...]
about 2 days ago - No commentsMorgan Stanley took up the style of MTV’s “the Real World” for a recruitment video that follows a handful of earnest young people who walk us through a day in the life of a young Wall Street worker. Go to Source @import ‘http://heyzap.com/elightbox/lightbox.external.css’; var heyzap_link = new Heyzap(‘heyzap_games’, {“embed_key”: “d673fbb81e”}); Play games on Finance Blog
about 2 days ago - No commentsHulu is preparing to raise as much as $300 million in an initial public offering, Reuters reports, citing “sources familiar with the matter.” The story said the Web video site could file for an IPO before the end of this year. Morgan Stanley reportedly would lead the deal, which is [...] Go to Source @import [...]
about 2 days ago - No commentsMorgan Stanley has an interesting piece out today, arguing there is no ‘currency war’… yet. Win Thin made some points on this score yesterday, pointing to real effective exchange rates in developing countries. Morgan Stanley’s Manoj Pradhan has a different take, citing the lack of emerging market retaliation. Brazil’s Finance Minister, Guido Mantega, recently sparked [...]
about 2 days ago - No commentsDisk-drive makers Seagate (STX) and Western Digital (WDC) should gain ground in the next 30 days, Morgan Stanley analyst Kay Huberty asserted this morning in a pair of tactical trading recommendations. “We see near-term share price upside on the back of a modest quarter-over-quarter uptick in PC shipments,” she writes. “Specifically, [...] Go to Source [...]
about 4 days ago - 1 commentDespite all the rhetoric, Morgan Stanley still doesn’t think there’s actually a “currency war” just yet. What would such a war actually look like? However, one crucial ingredient that would suggest we are in a currency war still seems to be missing – retaliation. Rather, these currency movements and the understandable policy response are symptomatic [...]
about 4 days ago - No commentsVeteran banking analyst Glenn Schorr slaps buy ratings on Goldman Sachs, J.P. Morgan and even Citigroup, which has been a whipping boy for analysts. Go to Source @import ‘http://heyzap.com/elightbox/lightbox.external.css’; var heyzap_link = new Heyzap(‘heyzap_games’, {“embed_key”: “d673fbb81e”}); Play games on Finance Blog
about 5 days ago - No commentsMorgan Stanley analyst Mark Lipacis this morning cut his ratings on both Altera (ALTR) and Xilinx (XLNX) to Underweight from Equal Weight. The analyst said a recent trip to Asia lead him to see a “risk of decelerating orders,”with slower growth of 3G subscribers in China, among other factors. He cut [...] Go to Source [...]
about 5 days ago - No commentsFrom a recent Morgan Stanley survey of pro investors. Finance is the least popular sector for the next 12 months. See full results from the survey here > Join the conversation about this story » See Also: A Complete Guide To What Pro Investors Think About Stocks, Bonds, Gold, Rates, And Emerging Markets Go to [...]
No comments:
Post a Comment