DIRS.INFO The most relevant business & tech news

☆ Morgan Stanley: Buy these 26 top dividend stocks to earn income and outperform during a market pullback – including one with 85% upside
▼ + stars: | 2023-10-01 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

As volatility continues to punish the stock market, investors are forced to sit and watch their gains vanish. But there is one way for equity investors to stem the bleeding: dividend stocks. "Our economists are of the view that inflation will continue to slow from elevated levels over the next 12 months," Wilson wrote. "That backdrop is supportive of owning dividend-related factors and defensive dividend payers, in particular." Morgan Stanley26 best dividend stocks for big returnsAs this month's market downturn takes its toll on your portfolio, it may be time to turn to dividend stocks to prop up your profits.

Persons: Morgan Stanley, Mike Wilson, Wilson, outperformance, Morgan Locations: outperformance

☆ Morgan Stanley: Buy these 37 stocks that can provide strong growth with a soft landing as well as protection if the market tumbles in a recession
▼ + stars: | 2023-09-19 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

Fears of a recession this spring eventually gave way to confidence that the economy could stick a soft landing. How to invest for the rest of 2023Sentiment has been the driving force behind stock-market gains this year, Wilson wrote. The solution, Wilson wrote, is to gain exposure to both ends of the spectrum. To that end, Wilson compiled 37 stocks that Morgan Stanley analysts are overweight on. All the stocks are among the top 1,000 by market cap, are classified as growth stocks, and have low volatility, as measured by trailing 252-day volatility that is below the market median.

Persons: Morgan Stanley, Mike Wilson, Wilson, homebuilding

☆ Second-quarter earnings recap: Here's what Wall Street is saying about this quarter's winners and losers, and where the market goes from here
▼ + stars: | 2023-08-30 | by ( Mark Reeth | ) www.businessinsider.com time to read: +7 min

Second-quarter earnings season is concluding, giving analysts new data to direct their investments. The second-quarter earnings season is quickly coming to an end, and it's time to tally the wins and losses. Here's what Wall Street is saying about second-quarter earnings, who the biggest winners and losers were, and what today's results mean for tomorrow's market. "Much of the stability in consumer stocks YTD is related to falling inflation and higher asset prices, in our view," Wilson wrote. Lori Calvasina, head of US equity strategy at RBC, also had some thoughts about the earnings season.

Persons: Morgan Stanley, didn't, you'd, Mike Wilson, Wilson, Price, BofA's, Subramanian, Lori Calvasina, Calvasina, Subramanian didn't Organizations: RBC, Bank of America, Tech, Nvidia, Comm . Services, Energy, Real Estate Locations: Comm, Tech

☆ How more than a trillion dollars in U.S. government infrastructure spending can boost these 3 industrial stocks
▼ + stars: | 2023-08-11 | by ( Morgan Chittum | ) www.cnbc.com time to read: +8 min

The U.S. government is deploying trillions of dollars of stimulus money into infrastructure investments, boosting the prospects for a number of industrials in the Club portfolio. Club names Honeywell (HON) and Emerson Electric (EMR) might also grab some of the IRA's funding for green energy. Gains were linked to a boost in demand for construction equipment because of the "once in a generation" Infrastructure bill. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. The White House's infrastructure plan estimates to set aside approximately $35 billion for Texas projects.

Persons: Joe Biden, Emerson, Morgan Stanley, Economist Ellen Zentner, Zentner, Larry Fink, Jim Umpleby, Jim Cramer, Josh Pokrzywinski, Jim Cramer's, Jim, Brandon Bell Organizations: Club, Infrastructure Investment, Jobs, Act, Caterpillar, Honeywell, Emerson Electric, Morgan Stanley Chief, Economist, CNBC, CAT, Inflation, Bank of America, National, Software, Control, Getty Locations: U.S, North America, Houston , Texas, Texas

☆ Morgan Stanley: Buy these 15 high-quality stocks that will maintain stable profits during a volatile earnings season
▼ + stars: | 2023-07-31 | by ( Mark Reeth | ) www.businessinsider.com time to read: +3 min

Earnings season is underway, and so far results have beaten expectationsBut Morgan Stanley's Mike Wilson worries there's weakness lying below the surface. He found 15 high-quality stocks with strong profits to invest in now. Investors are neck-deep in earnings as second quarter reports roll in, and so far the news has been good, but not great. In a note to clients from earlier in the week, Morgan Stanley chief US equity strategist Mike Wilson wrote that he anticipates earnings results will be better than Wall Street predicted. Then, they pared the stocks they found down to those with a bullish overweight rating from Morgan Stanley analysts.

Persons: Morgan Stanley's Mike Wilson, Julian Emanuel, Morgan Stanley, Mike Wilson, Wilson, Jerome Powell, Rather Organizations: Wall

☆ Morgan Stanley: Lower inflation has an unusual downside for companies reporting earnings right now, but these 11 stocks will be able to survive and thrive
▼ + stars: | 2023-07-30 | by ( Mark Reeth | ) www.businessinsider.com time to read: +4 min

Earnings season will reveal which companies will suffer a top line decline, Morgan Stanley says. At first glance, lower inflation seems like a boon for market watchers worried about a recession. While investors curse higher inflation, companies have come to see it as a blessing. He anticipates that disinflation will dig away at sales this earnings season, and is prepared for disappointment. The results are the 11 stocks below that Wilson believes will have strong FCF yields and healthy operating margins through the earnings season.

Persons: Morgan Stanley, Kamakshya Trivedi, Goldman Sachs, They've, Mike Wilson, Wilson, Wilson isn't Organizations: FX, Federal Reserve

☆ Wall Street economists say rate hikes are over, even if the Fed won't admit it
▼ + stars: | 2023-07-27 | by ( Jeff Cox | ) www.cnbc.com time to read: +4 min

At least that's the opinion across much of Wall Street, where the money is rising on the likelihood that Wednesday's quarter-point rate hike was the last one before the Fed goes on pause, then ultimately starts cutting. "Powell said that the FOMC will be particularly focused on the inflation data, and we expect the next few [consumer price index] reports to be soft," Mericle wrote. The implied fed funds rate for the December contract is at 5.41%, just above the midpoint of the 5.25%-5% target range following Wednesday's hike. And to be sure, not everyone on the Street thinks the Fed is done this year. The latter mark references Giannoni's belief that the Fed is probably more likely to hike twice more than it is to stop.

Persons: they're, Goldman Sachs, David Mericle, Goldman, Jerome Powell, Powell, Mericle, Dow Jones, Matthew Luzzetti, Morgan Stanley, Ellen Zentner, Zentner, That's, he's, Marc Giannoni Organizations: Federal, Traders, CME Group, Gross, Commerce Department, Deutsche Bank, Fed, Bank of America, Citigroup, Barclays Locations: Wall

☆ The Federal Reserve just hiked interest rates to their highest level in 22 years. Here's how Wall Street is reacting, where the pros think investors should be putting their money, and why inflation is
▼ + stars: | 2023-07-27 | by ( Mark Reeth | ) www.businessinsider.com time to read: +7 min

The Federal Reserve hiked rates in July, and it could be the final rate hike of the cycle. But while the latest rate hike was all but certain, there are still plenty of questions about what lies ahead. In a note from Wednesday evening, Goldman Sachs chief economist Jan Hatzius pointed out that Powell made it clear any further hikes will depend on inflation data. But Bank of America analysts led by US economist Michael Gapen remain unconvinced that the rate hike cycle is truly over. As for equities, Wall Street widely expected this week's rate hike, so there are no major changes to their second-half investing recommendations.

Persons: Jerome Powell, Henry Allen, shouldn't, Allen, Goldman Sachs, Jan Hatzius, Powell, Hatzius, Gurpreet Gill, Gill, Peter Hooper, Michael Gapen, Gapen, Goldman's Gill, America's Gapen, Morgan Stanley, Mike Wilson Organizations: Federal, shouldn't, Deutsche Bank, Fed, Goldman Sachs Asset Management, Bank of America, Bank, America's Locations: Wall

Stocks paying high dividend yields could become "increasingly important" for investors' portfolios, according to Trivariate Research founder and CEO Adam Parker. Energy company Chevron , the largest market-cap company on the list, offers a dividend yield of 3.7%. Almost 50% of analysts covering the stock have either a strong buy or buy rating on shares, according to Refinitiv. Three-quarters of analysts covering the company have either a strong buy or buy rating on shares, per Refinitiv. IBM is another high and steady yielding stock named by Trivariate, with a dividend yield of 4.7%.

Persons: Stocks, Adam Parker ., Morgan Stanley, Parker, Chevron, Philip Morris, Jacek Olczak, — CNBC's Michael Bloom Organizations: Research, Federal, Energy, Chevron, Telecommunications, Verizon, Refinitiv, IBM Locations: FactSet

As corporate earnings season reaches its peak in the coming weeks, Morgan Stanley advises traders to look for certain stock plays. Morgan Stanley chief equity strategist Mike Wilson said in a Monday note that he expects "performance dispersion to rise" as more companies report their earnings. Wilson recommends investors choose stocks that exhibit high earnings quality, strong free cash flow generation and improving earnings revision. Nonetheless, more than 90% of analysts covering the stock rate it a buy, according to Refinitiv. The company is set to report earnings Tuesday before the bell.

Persons: Morgan Stanley, Mike Wilson, Wilson, Morgan, Morgan Stanley's, Dara Mohsenian, — CNBC's Michael Bloom Organizations: Dow Jones, Microsoft, Chevron, ExxonMobil, Health, UnitedHealth, Humana, Elevance, Dow, Health Care, SDPR Fund, Mobile, General Motors, GM, Colgate, Palmolive, Comcast, CNBC Locations: U.S, NBCUniversal

☆ Q3 is likely when we will see full effect of credit tightening, says Morgan Stanley's Zentner
▼ + stars: | 2023-07-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ3 is likely when we will see full effect of credit tightening, says Morgan Stanley's ZentnerEllen Zentner, Morgan Stanley Chief U.S. economist, joins 'The Exchange' to talk what's next for the Federal Reserve, the latest CPI data and more.

Persons: Morgan Stanley's, Ellen Zentner, Morgan Stanley Organizations: Morgan Stanley Chief, Federal Reserve

☆ Fed’s rate hike habit will be hard to kick: podcast
▼ + stars: | 2023-06-13 | by ( Ben Winck | ) www.reuters.com time to read: 1 min

WASHINGTON, June 13 (Reuters Breakingviews) - The US central bank is mulling a pause after raising interest rates at its last 10 meetings. In this Exchange podcast, Morgan Stanley chief economist Seth Carpenter lays out the calculus behind the Federal Reserve’s next move, and why it’s so hard for policymakers to pivot. Listen to the podcastFollow @BenWinck on TwitterSubscribe to Breakingviews’ podcasts, Viewsroom and The Exchange. The opinions expressed are his own)Editing by Aimee Donnellan and Katrina HamlinOur Standards: The Thomson Reuters Trust Principles. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

Persons: Morgan Stanley, Seth Carpenter, Aimee Donnellan, Katrina Hamlin Organizations: Reuters, Federal, Twitter, Thomson

☆ Could the Fed raise rates again in June?
▼ + stars: | 2023-05-21 | by ( Krystal Hur | ) edition.cnn.com time to read: +7 min

Traders saw a roughly 36% chance last Thursday that the Fed will raise rates by another quarter point in June, up from around 15.5% on May 12, according to the CME FedWatch Tool. Traders pared down their expectations to about a 18.6% chance that the central bank will raise rates next month, as of Friday evening. Experts seem to agree that the Fed is unlikely to raise rates again in June. Jim Baird, chief investment officer at Plante Moran Financial Advisors, also expects the Fed to hold rates steady in June. Dimon said in the same Bloomberg interview that he’d “love to get rid of the debt ceiling thing” altogether.

☆ Morgan Stanley CEO James Gorman to step down within next 12 months
▼ + stars: | 2023-05-19 | by ( Krystal Hur | ) edition.cnn.com time to read: +1 min

New York CNN —Morgan Stanley chief executive James Gorman will step down as the company’s head within the next 12 months, he said Friday at the bank’s annual shareholder meeting. He will assume the role of executive chairman for “a period of time” to help Morgan Stanley transition to its next era of leadership, Gorman, 64, said. The board of directors has three senior internal candidates in the pipeline to potentially take over as the next chief executive. Gorman also said that he believes Morgan Stanley is well insulated from turmoil in the banking sector after the collapses of three regional lenders. “I remain extraordinarily optimistic about the future Morgan Stanley and broader economy.”Shares of Morgan Stanley fell 0.9% on Friday.

☆ Morgan Stanley Chief Stepping Down
▼ + stars: | 2023-05-19 | by ( ) www.wsj.com time to read: 1 min

Gorman said at Morgan Stanley's annual shareholder meeting Friday morning that he expects a new CEO to be chosen within the next 12 months. Gorman said that the board has identified three very strong senior candidates to be the next chief. Gorman said he will become executive chairman for a period after the new CEO takes over.

☆ James Gorman, Morgan Stanley’s Long-Serving C.E.O., to Step Down Within a Year
▼ + stars: | 2023-05-19 | by ( Rob Copeland | ) www.nytimes.com time to read: +2 min

Mr. Gorman took over the bank in 2010, after Morgan Stanley nearly crumbled during the preceding financial crisis. Morgan Stanley has since hired some of that fallen bank’s advisers, bolstering its already enviable wealth management business, previously called Morgan Stanley Smith Barney. Mr. Gorman, 64, will likely depart at the same age as did his predecessor, John Mack, who left at 65. Neither Mr. Gorman nor Morgan Stanley gave an exact date for his departure from the chief executive role. The Morgan Stanley chief, referencing the drama around the show’s departed patriarch, said he had “no plans to go out like Logan Roy.”

☆ Morgan Stanley stock strategist who called the bear market says we are 'far from out of the woods'
▼ + stars: | 2023-04-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The bear market still has at least one more big drop for stocks left to go, according to Morgan Stanley's top stock strategist. The S & P 500 has gained in four of the past five weeks and is up more than 7% year to date. The benchmark index is also trading above its 50- and 200-day moving averages, lending support to some investors' belief that the bear market might be nearing its end. .SPX YTD mountain The S & P 500 has rallied in 2023. One key area of concern is that the S & P 500 has exhibiting its worst breadth since at least 2005.

LONDON, April 6 (Reuters) - Banking sector turmoil has not dented demand for equities, with MSCI's world stock index up 7% so far this year. But under the surface, bad omens for world stocks are building. Central bank surveys show U.S. and European banks are already tightening lending standards, historically a predictor of dismal stock market performance. Credit tightening predicts poor stock market returns2/ MANUFACTURING SLOWDOWNRecessions starting in the United States tend to flow to the rest of the world and consequently global stocks. Seven mega-cap tech stocks were responsible for 92% of the S&P 500's first-quarter rise, Citi notes.

☆ The bear market for stocks is almost over but the last phase may be 'vicious,' Morgan Stanley CIO says
▼ + stars: | 2023-03-20 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

The Fed's rush to provide liquidity does not equate to quantitative easing, Mike Wilson wrote. "The bottom line is that we think this is exactly how bear markets end," Morgan Stanley's CIO said. But the last phase of a bear market can be "vicious," Wilson added in a note. Sign up for our newsletter to get the inside scoop on what traders are talking about — delivered daily to your inbox. "The bottom line is that we think this is exactly how bear markets end," the reputed bearish analyst wrote.

☆ Morgan Stanley CIO: There's going to be two or three rate hikes going into June
▼ + stars: | 2023-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley CIO: There's going to be two or three rate hikes going into JuneMike Wilson, Morgan Stanley chief investment officer, joins 'Squawk Box' to discuss the indication that Fed pivot is unlikely, fair value for the S&P 500 at year-end, and more.

☆ Fed rate hike prospects are reliant on non-farm payrolls, says Morgan Stanley's Seth Carpenter
▼ + stars: | 2023-02-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed rate hike prospects are reliant on non-farm payrolls, says Morgan Stanley's Seth CarpenterSeth Carpenter, Morgan Stanley chief global economist, and Peter Boockvar, Bleakley Financial Group CIO, join 'Squawk Box' to discuss Europe's recent rate hike, market prospects for Wednesday's Federal Reserve announcement, and more.

☆ Bear market's final leg looms as weak earnings season, says Morgan Stanley's Mike Wilson
▼ + stars: | 2023-01-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBear market's final leg looms as weak earnings season, says Morgan Stanley's Mike WilsonMike Wilson, Morgan Stanley Chief U.S. Equity Strategist & Chief Investment Officer, joins CNBC's "Fast Money" to discuss earnings season and the Fed's upcoming rate decision.

☆ The stock-market rally that's jumpstarted 2023 is about to fade as the Fed reasserts its resolve in fighting inflation, Morgan Stanley's top stock strategist says
▼ + stars: | 2023-01-30 | by ( Carla Mozée | ) www.businessinsider.com time to read: +3 min

Stocks are off to a "surprisingly good start" in 2023, but the upside momentum looks set to fizzle, Morgan Stanley said Monday. This week's FOMC meeting may remind investors of the cardinal rule: "Don't Fight the Fed," said strategist Mike Wilson. The investment bank is now leaning more toward its bear case of per-share earnings of $180 for the S&P 500. He said recent price action in stocks has prompted investors to participate more actively as they fear missing out. "We think it's important to note that typically when forward earnings growth goes negative, the Fed is actually cutting rates.

☆ The stock market is underestimating sticky cost inflation that's eating away at company profits, says Morgan Stanley's Mike Wilson
▼ + stars: | 2023-01-25 | by ( Zahra Tayeb | ) www.businessinsider.com time to read: +2 min

The market is in worse shape now as sticky inflation is eating into company profits, says Morgan Stanley's Mike Wilson. "We think the market is in worse shape," Wilson said in a CNBC interview on Tuesday. Sticky inflation is a problem several market commentators have flagged despite the Federal Reserve's aggressive efforts to cool it down. "We think the market is in worse shape because equity risk premium is lower today, which means the market is not worried about risk. Wilson's bearish view of the market feeds into his stock market outlook.

☆ Some economists see a 'rolling recession' ahead. Here's what that means
▼ + stars: | 2023-01-25 | by ( Jeff Cox | ) www.cnbc.com time to read: +5 min

Termed "rolling recessions," the idea is that rather than contract broadly and all at once, the economy could see different sectors decline in succession, one after the other. I think we will see rolling recession in the future." Sonders is a proponent of the "rolling recession" theory and noted that stocks can perform well even in downturns. A traditional recession looms To be sure, there are detractors to the "rolling recession" theory. "Have we ever had a period where both housing and manufacturing were in recession at the same time and we didn't have a recession?"

Search resuls for: "Morgan Stanley Chief"

25 mentions found