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Top related persons:
Piper Sandler - 1 Matt Farrell - 1 Farrell - 1 Morgan Stanley's Matthew - 1 Chris Kuntarich - 1 Ned Davis Research's Joseph Kalish - 1 Kalish - 1 Strategas - 1
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Netflix - 1 billings - 1 The - 1 CTV - 1 UBS - 1 Treasury - 1 Federal - 1

Search resuls for: "Morgan Stanley's Matthew"


3 mentions found


☆ This under-the-radar tech stock will get a boost from Netflix's new advertising strategy
  + stars: | 2024-05-16 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
A little-known technology stock could win big from Netflix 's shift in advertising strategy. The streaming giant announced Wednesday that it plans to debut its own advertising platform and partner with companies such as The Trade Desk and Magnite as its global ad-tier reaches 40 million monthly subscribers worldwide. While the partnership may take time to ramp up, Citi's Ygal Arounian estimates that it could add $500 million in 2025 gross billings to The Trade Desk. Every 10% of business funneled through The Trade Desk by 2026 could generate 2% upside to revenues, he estimates. "We also highlight TTD's scarcity value as the only scaled independent [demand-side platform] and its leadership in the highly-coveted CTV category."
Persons: Piper Sandler, Matt Farrell, Farrell, Morgan Stanley's Matthew, Chris Kuntarich Organizations: Netflix, billings, The, CTV, UBS
☆ The 10-year Treasury yield hit its highest level since 2007. What it means for stocks
  + stars: | 2023-08-22 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
The U.S. 10-year Treasury yield climbed to its highest level since 2007 this week. Meanwhile, the 30-year Treasury yield reached its highest point since 2011. What's more, higher yields are typically a negative for tech and growth stocks — this year's best-performing group — as they lessen the value of their promised future earnings. Ned Davis Research's Joseph Kalish said Monday he expects the 10-year Treasury yield could rise to 5.25%, citing risks to the bond market on inflation expectations. US10Y YTD mountain U.S. 10-year Treasury yield YTD "The market has been consistently underpricing the risk of additional rate hikes and overpricing the speed of rate cuts," Kalish wrote.
Persons: Ned Davis Research's Joseph Kalish, Kalish, Strategas, Chris Verrone, 133bps, Verrone, Wolfe, Chris Senyek, Morgan Stanley's Matthew Hornbach, it's, Tom Essaye, — CNBC's Michael Bloom, Chris Hayes Organizations: Treasury, Federal Locations: U.S
☆ Column: Faced down by Fed, markets dab 6% onto risk radar
  + stars: | 2023-02-15 | by ( Mike Dolan | Thomson Reuters | Mike Dolan Is Reuters Editor-At-Large For Finance | ) www.reuters.com   time to read: +5 min
Two-year Treasury yields hit their highest in three months at 4.65%, now on par with the current Fed policy rate. Morgan Stanley's Matthew Hornbach described the payrolls as a "mood changing" print that's seen markets chase rates higher as if gripped by a sort of reverse FOMO - fear of missing out. Reports circulated last week of swaps and options market activity on the Chicago Mercantile Exchange that bet on market rates touching 6%, or at least hedging against that possibility. If that's true, the battle over the terminal rate may now be overtaken by how long the Fed can keep rates higher to achieve its goals. BofA chart on peak rates from fund manager surveyInflationThe opinions expressed here are those of the author, a columnist for Reuters.
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