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☆ Morgan Stanley Wealth Management buys the dip in Nvidia
  + stars: | 2024-04-26 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +1 min
Nvidia is poised for even bigger gains from current prices, according to Morgan Stanley Wealth Management. Morgan Stanley Wealth Management currently has an overweight rating on Nvidia. Morgan Stanley Wealth Management's $1,000 price target implies that the stock could rise another 21%. Nvidia shares sell for a "valuation in line with historical trough multiples," and its growth potential justifies a higher valuation, Morgan Stanley said. Additionally, a growing AI tailwind could provide even more ammunition for Nvidia stock to balloon.
Persons: Morgan, Morgan Stanley, NVDA, Michael Bloom Organizations: Nvidia, Morgan Stanley Wealth Management, Morgan, Morgan Stanley Wealth
☆ Morgan Stanley's Shalett: Don't hide behind mega-cap growth stocks
  + stars: | 2024-03-15 | 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's Shalett: Don't hide behind mega-cap growth stocksLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss the equity market strategy going forward, how generative AI will impact companies, and more.
Persons: Morgan Stanley's Shalett, Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ AI investing focus should turn to adopters outside of tech, says Morgan Stanley's Lisa Shalett
  + stars: | 2024-03-12 | 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 EmailAI investing focus should turn to adopters outside of tech, says Morgan Stanley's Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Closing Bell Overtime' to talk how and where to invest in AI.
Persons: Morgan Stanley's Lisa Shalett Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ This dividend strategy is swapping out a chip stock winner for Starbucks. Here's why
  + stars: | 2024-03-01 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Dividend-focused investors should look to switch out a hot chip stock for a slumping consumer play after the latest market rally, according to Morgan Stanley Wealth Management. Coffee chain Starbucks is joining the model portfolio, while red-hot Broadcom is on the way out. Starbucks has been battling rising labor costs in the U.S. and weak demand in China, a key international market. The addition of Starbucks helps bolster the consumer discretionary part of the Morgan Stanley Wealth Management model portfolio. The dividend yield for AVGO is 1.6% even after the company announced a dividend hike in December.
Persons: Morgan, Daniel Skelly, Skelly, SBUX, Laxman Narasimhan, Narasimhan, it's, — CNBC's Michael Bloom Organizations: Morgan Stanley Wealth Management, Broadcom, Starbucks, Morgan Locations: U.S, China
☆ The Fed 'jumped the gun' in December, says Rockefeller Capital Management’s Greg Fleming
  + stars: | 2024-02-16 | 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 EmailThe Fed 'jumped the gun' in December, says Rockefeller Capital Management’s Greg FlemingGreg Fleming, Rockefeller Capital Management president and CEO and former president of Morgan Stanley Wealth Management, joins 'Squawk Box' to discuss the state of the U.S. economy, the impact on the Fed's rate path outlook, latest market trends, and more.
Persons: Greg Fleming Greg Fleming, Morgan Organizations: Rockefeller, Rockefeller Capital Management, Morgan Stanley Wealth Management Locations: U.S
☆ Morgan Stanley's Jim LaCamp: We will see a lot of volatility this year
  + stars: | 2024-02-14 | 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's Jim LaCamp: We will see a lot of volatility this yearJim Lacamp, senior vice president at Morgan Stanley Wealth Management, joins 'Money Movers' to discuss how higher for longer rates may impact the bond market, whether a mean reversion for small-cap stocks should be pushed back, and more.
Persons: Morgan, Jim LaCamp, Jim Lacamp Organizations: Morgan Stanley Wealth Management
☆ Encouraging opportunities in investment-grade bonds and cyclical, says Morgan Stanley's Lisa Shalett
  + stars: | 2024-01-26 | 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 EmailEncouraging opportunities in investment-grade bonds and cyclical, says Morgan Stanley's Lisa ShalettLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss her stance towards the markets, how she expects the rhetoric to shift for the Federal Reserve, and more.
Persons: Morgan Stanley's Lisa Shalett Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management, Federal Reserve
☆ Can America afford two wars? Here’s what the bond market thinks
  + stars: | 2023-10-29 | by ( Elisabeth Buchwald | ) edition.cnn.com   time to read: +5 min
New York CNN —If you want to aggravate the US bond market, just remind traders how high the nation’s budget deficit is. The latest tally from the Treasury Department for the fiscal year that ended September 30 put the deficit at $1.7 trillion. All else being equal, that tends to push bond prices down, which causes yields to go higher. That suggests there are other factors that may be outweighing the effects of the war that are driving yields higher, said Snyderman. Also, since the debt ceiling was suspended in June, the Treasury has been issuing more bonds to fund government spending, pushing bond prices down.
Persons: it’s, Joe, That’s, shrugged, Lisa Shalett, Janet Yellen, Rachel Snyderman, Biden, ” Snyderman, John Lynch, Israel doesn’t Organizations: New, New York CNN, Treasury Department, Treasury, Morgan Stanley Wealth Management, Bloomberg, Center, CNN, , Congressional, Federal Reserve, Hamas, Fitch, Moody’s, Service, Comerica Wealth Management Locations: New York, Israel, Ukraine, Gaza, United States
☆ We're starting to see good spending pick up, says Citi's Nathan Sheets
  + stars: | 2023-10-20 | 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 EmailWe're starting to see good spending pick up, says Citi's Nathan SheetsLisa Shalett, Morgan Stanley Wealth Management CIO, and Nathan Sheets, Citi Global chief economist, join 'Squawk on the Street' to discuss the current economic outlook, what Treasury yield levels mean for the markets, and more.
Persons: Nathan Sheets Lisa Shalett, Morgan, Nathan Sheets Organizations: Morgan Stanley Wealth Management, Citi Global, Treasury
☆ Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors
  + stars: | 2023-09-18 | by ( Hugh Son | ) www.cnbc.com   time to read: +1 min
Morgan Stanley has officially kicked off the generative AI era on Wall Street. "Financial advisors will always be the center of Morgan Stanley wealth management's universe," Morgan Stanley co-President Andy Saperstein said in the memo. Competitors including Goldman Sachs and JPMorgan Chase have announced projects based on generative AI technology. But Morgan Stanley is the first major Wall Street firm to put a bespoke solution based on GPT-4 in employees' hands, according to Jeff McMillan, head of analytics, data and innovation at Morgan Stanley wealth management. Called the AI @ Morgan Stanley Assistant, the tool gives financial advisors speedy access to the bank's "intellectual capital," a database of about 100,000 research reports and documents, McMillan said in a recent interview.
Persons: Morgan Stanley, Andy Saperstein, Goldman Sachs, JPMorgan Chase, Jeff McMillan, McMillan Organizations: CNBC, JPMorgan, Morgan
☆ Watch CNBC's full interview with Lisa Shalett and Scott Wren
  + stars: | 2023-08-28 | 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 EmailWatch CNBC's full interview with Lisa Shalett and Scott WrenLisa Shalett, Morgan Stanley Wealth Management CIO and Scott Wren, Wells Fargo Investment Institute senior global market strategist, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Lisa Shalett, Scott Wren Lisa Shalett, Morgan, Scott Wren Organizations: Morgan Stanley Wealth Management, Fargo Investment Institute Locations: Fargo
☆ We're looking for a pullback from here, fading this rally, says Wells Fargo's Scott Wren
  + stars: | 2023-08-28 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're looking for a pullback from here, fading this rally, says Wells Fargo's Scott WrenLisa Shalett, Morgan Stanley Wealth Management CIO and Scott Wren, Wells Fargo Investment Institute senior global market strategist, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Wells Fargo's Scott Wren Lisa Shalett, Morgan, Scott Wren Organizations: Morgan Stanley Wealth Management, Fargo Investment Institute Locations: Fargo
☆ Will Chinese deflation help cure the West’s inflation problem?
  + stars: | 2023-08-22 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
New York CNN —The Chinese economy has hit a rough patch. What’s happening: Chinese consumer spending, factory production and investments in long-term assets like property or machinery all slumped last month. On Monday, the Chinese government surprised investors by deciding not to cut an important interest rate that influences mortgages. The beauty company is “mindful of the headwinds that have emerged in China’s economy,” said the report. And even still, many regional banks have struggled to prevent deposit outflows.
Persons: ”, Jason Pride, Michael Reynolds, Lisa Shalett, Edward Moya, Estee Lauder, Moya, “, Elisabeth Buchwald, Moody’s, ‘ Barbie ’, “ Barbie ”, Jordan Valinsky, Greta Gerwig, “ Oppenheimer, “ Barbie Organizations: CNN Business, Bell, New York CNN, Federal Reserve, Morgan Stanley Wealth Management, European, Apple, Intel, Ford, Starbucks, Nike, Saudi, Comerica Inc, National Bancorp, UMB Financial Corp, Bank of New York Mellon, State, Northern Trust, & $ Locations: New York, China, Europe, Beijing, Asia, Russia, Saudi Arabia, Silicon
☆ Load up on bonds for their juicy yields before the stock-market rally loses steam, says Morgan Stanley
  + stars: | 2023-08-17 | by ( George Glover | ) www.businessinsider.com   time to read: +3 min
It might be time to pile into US Treasurys, according to Morgan Stanley Wealth Management. Bond yields have jumped in recent weeks, while the equity-market rally may be losing steam. "Investors should consider hedges for their high-priced stocks," CIO Lisa Shalett said. Lisa Shalett said in a note to clients Monday that spiking yields had made bonds much more attractive in recent weeks, signaling that fixed-income assets could be a suitable hedge if this year's breathless stock-market rally starts to lose steam. When Treasury yields rise, they become more attractive to investors relative to stocks because they offer similar returns at a lower risk level.
Persons: Morgan, Lisa Shalett, Morgan Stanley, Shalett Organizations: Morgan Stanley Wealth Management, Service, Morgan Stanley Wealth Management's, Federal Reserve, Treasury Locations: Wall, Silicon
☆ Morgan Stanley Wealth Management adds this stock to its model portfolio because of A.I. opportunity
  + stars: | 2023-08-10 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Chipmaker Advanced Micro Devices is an "emerging growth opportunity" in artificial intelligence, according to Morgan Stanley Wealth Management. Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio. He noted that AMD is "a leader in chip end markets with potential AI tailwinds." "We viewed AMD's 2Q23 print constructively as management indicated improving business conditions into the second half of the year," Skelly said. "With data center revenue growth troughing, we believe investors should look through to a 2024 inventory re-build that is supported by tailwinds from AI."
Persons: Morgan, Daniel Skelly, Skelly, — CNBC's Michael Bloom Organizations: Devices, Morgan Stanley Wealth Management . Investment, AMD, Intel
☆ Looming inflation report could hold an unpleasant surprise for markets
  + stars: | 2023-08-07 | by ( Jeff Cox | ) www.cnbc.com   time to read: +6 min
The central bank district's Inflation Nowcast model points to a 0.4% rise that would equate to a 3.4% annual rate. "Rent could be an important source of a positive (moderating) surprise in July's CPI," Yardeni wrote. 'Sticky' inflation persists But inflation has proven more persistent than most policymakers, particularly those at the Fed, would have thought. In fact, the Atlanta Fed's sticky CPI is still at 5.8% on a 12-month basis — though 2.9% at an annualized pace — after peaking at 6.7% earlier this year. Moreover, Thursday's core CPI reading is expected to show core inflation running at a 4.7% annual level, just a tad below the June reading.
Persons: Dow Jones, it's, Ed Yardeni, Goldman Sachs, Morgan Stanley, Lisa Shalett, Shalett, Morgan, Yardeni, Jerome Powell, Andrew Hollenhorst, Hollenhorst, Solita Marcelli Organizations: Cleveland Federal Reserve, Yardeni Research, JPMorgan Chase, Bank of America, Citigroup, Morgan Stanley Wealth Management, CPI, Cleveland Fed, UBS Locations: U.S, Atlanta
☆ We will see sticky inflation and falling growth in the second half: Morgan Stanley's Brian Weinstein
  + stars: | 2023-07-12 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe will see sticky inflation and falling growth in the second half: Morgan Stanley's Brian WeinsteinBrian Weinstein, Morgan Stanley Wealth Management head of fixed income, joins 'Closing Bell' to discuss the Fed and where to find value in fixed income.
Persons: Morgan Stanley's Brian Weinstein Brian Weinstein, Morgan Organizations: Morgan Stanley Wealth Management
☆ Morgan Stanley's Lisa Shalett: Earnings forecasts for 2024 are just too optimistic
  + stars: | 2023-06-29 | 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's Lisa Shalett: Earnings forecasts for 2024 are just too optimisticLisa Shalett, Morgan Stanley Wealth Management CIO, joins 'Squawk on the Street' to discuss Morgan Stanley's tone towards markets, why markets will hit a 'wall,' and more.
Persons: Morgan Stanley's Lisa Shalett, Lisa Shalett, Morgan Organizations: Morgan Stanley Wealth Management
☆ How will the Federal Reserve’s rate hike pause affect the dollar?
  + stars: | 2023-06-15 | by ( Samantha Delouya | ) edition.cnn.com   time to read: +4 min
A strong dollar affects prices, tourism and tradeThe ripple effect of a robust dollar permeates various parts of the economic picture, from international trade to tourism. “One of the underappreciated dimensions of a strong dollar is that it weighs on inflation,” she said. While Americans may find trips abroad relatively cheaper during times of dollar strength, tourism to the United States may take a hit. Relative weakness in European and Asian economies has also added investors’ appetite for the dollar, according to Gagnon. “I don’t see anything on the horizon that would weaken the dollar,” Gagnon said.
Persons: … that’s, Lisa Shalett, Shalett, Joseph Gagnon, ”, That’s, Gagnon, ” Gagnon, Goldman Sachs, “ Organizations: CNN, Federal Reserve, Morgan Stanley Wealth Management, Products, Walmart, Peterson Institute for International Economics, Deutsche Bank, eventual Locations: United, United States
☆ Bad news for the Fed: American workers are becoming less productive
  + stars: | 2023-06-14 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
But what does the Fed mean when it talks about labor markets and their impact on inflation? What’s happening: At its most basic level, labor productivity is a measure of the value of the goods and services produced by a company compared with the amount of labor used to produce that output. Labor productivity decreased 2.1% in the first quarter of 2023, the US Bureau of Labor Statistics reported earlier this month. The silver lining: The good news is technological innovations typically drive upturns in productivity and AI could be such an innovation. Absolutely not,” Yellen said, echoing the joint statement leaders from the Group of Seven made at last month’s summit in Japan.
Persons: Lisa Shalett, ”, Lisa Cook, Joseph Brusuelas, Sundar Pichai, aren’t, Jeffrey Sonnenfeld, Richard Blumenthal, “, Doug McMillon, Roger McNamee, Steven Spielberg, Vito Corleone, Janet Yellen, ” Yellen, Elisabeth Buchwald, Yellen, Biden Organizations: CNN Business, Bell, New York CNN — Federal Reserve, Morgan Stanley Wealth Management, Fed, Labor, US Bureau of Labor Statistics, BLS, McKinsey Global Institute, Federal, RSM US, of America, Google, Yale School, Management’s, Leadership Institute, Walmart, Technology, Financial, International Monetary Fund, Inter, American Development Bank group’s, African Development Fund, IMF Locations: New York, United States, Michigan, Connecticut, China, Japan
☆ Confronting aging: How LGBTQ+ seniors can tackle their special caregiving challenges
  + stars: | 2023-06-12 | by ( Stephanie Dhue Sharon Epperson | Stephanie Dhue | Stephanie-Dhue | ) www.cnbc.com   time to read: +6 min
So they helped to create a cohousing development for LGBTQ+ seniors and allies, making it easier to offer support to one another. "These things are going to happen, but we also find that we are really good at taking care of each other." How to avoid 'the closet' while ensuring good careOlder adults in the LGBTQ+ community are twice as likely to be single and four times less likely to have children as their non-LGBTQ+ peers, according to SAGE, a national advocacy organization for LGBTQ+ elders. The Village Hearth is a 55-plus cohousing community for LGBTQ+ adults, friends and allies located in Durham, North Carolina. When you're in the hospital or a care facility, "if you're heterosexual, the spouse automatically gets visiting rights," Lee said.
Persons: Margaret Roesch, Pat McAulay, Roesch, McAulay, Stephanie Lee, Kyle Young, Lee, That's, they're, Young, Allison O'Shea, O'Shea Organizations: Finance, Nonprofit, SAGE, East Rock Financial, CNBC Experts, Morgan Stanley Wealth Management, Morgan Stanley Wealth, Local Locations: Durham , North Carolina, Florida, San Francisco, New York, Durham, Tennessee
☆ It’s official. We’re in a bull market
  + stars: | 2023-06-08 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +5 min
The S&P 500 rallied Thursday to end the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. Buoyed by gains in big technology stocks, the broad-based index closed at 4,293.93 and crossed the threshold that separates a bear market from a bull market — that’s investor-speak for a period of time marked by rising stock prices and optimism on Wall Street. “The key difference for us is that you tend to see bull markets coincide with economic expansions, not economic contractions.”Still, since the last bull market, we’ve had a war in Europe, a banking crisis and a debt crisis among other dramas. The duck marketThe current situation is a bit more nuanced than the bull market-bear market binary, said Kevin Gordon, senior investment strategist at Schwab. “Such narrowness is not what new bull markets are built on.”The bottom line: Investors should “avoid getting sucked into this as a new bull market,” said Samana.
Persons: bullish, ChatGPT, “ We’re, ” Sameer Samana, we’ve, ”, Kevin Gordon, Schwab, Lisa Shalett, they’ve, Sam Stovall, “ Organizations: New, New York CNN, Investors, Big Tech, Google, Apple, Nvidia, Federal, Wells, Wells Fargo Investment Institute, CNN, Tech, US, Morgan Stanley Wealth Management, Fed Locations: New York, Silicon Valley, Wells Fargo, Europe, Samana
☆ They said we were getting a recession. Instead, we’re getting a bull market
  + stars: | 2023-06-07 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
A recipe for a bull market, apparently. “The key difference for us is that you tend to see bull markets coincide with economic expansions, not economic contractions.”Still, since the last bull market, we’ve had a pandemic, a war in Europe, a banking crisis and a debt crisis among other dramas. “Such narrowness is not what new bull markets are built on.”The bottom line: Investors should “avoid getting sucked into this as a new bull market,” said Samana. A nationwide UPS strike would be the largest work stoppage in US history, reports my colleague Vanessa Yurkevich. US Bankruptcies reach highest level in 13 yearsChapter 11 filings in the US have reached their highest levels since the end of the Great Recession, according to new data from S&P Global Market Intelligence..
Persons: “ We’re, ” Sameer Samana, we’ve, ”, Kevin Gordon, Charles Schwab, Lisa Shalett, they’ve, Vanessa Yurkevich, We’ve, Fred Zuckerman, pare Organizations: CNN Business, Bell, New York CNN, Federal, Wells, Wells Fargo Investment Institute, CNN, Tech, Nvidia, US, Morgan Stanley Wealth Management, UPS, Teamsters, –, Brotherhood of Teamsters, 1st, “, ”, P Global Market Intelligence, Bed, P, Retail, City Locations: New York, Wells Fargo, Europe, Samana, America
☆ Elon Musk warns house prices are set to plunge - and says commercial real estate is in meltdown
  + stars: | 2023-05-30 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +3 min
Brace for the intense pressure on commercial real estate to spread to house prices, Elon Musk says. "Commercial real estate is melting down fast. Investors are worried about real estate in a period of higher interest rates and tighter lending. "Commercial real estate is melting down fast. JPMorgan estimated that about $450 billion in commercial real-estate debt set to expire this year could default.
☆ The reason the stock market has stayed relatively stable amid economic chaos: computer-driven trading
  + stars: | 2023-05-29 | by ( Alexandra York | ) www.businessinsider.com   time to read: +4 min
Amid a chaotic few months in the US economy, the stock market has remained relatively stable. Quant funds, which use computer models to trade, are helping calm the markets, The Wall Street Journal reported. Yet still, the stock market has remained somewhat calm. That stability is at least in part thanks to quant funds, according to The Wall Street Journal. Quant funds, or quantitative hedge funds, are investment funds that use computer-created algorithms, mathematical models, and artificial intelligence to make stock predictions.
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