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☆ For 50 Years, Emanuel Ax Has Made Music Sound Simply Right
▼ + stars: | 2023-09-01 | by ( David Allen | ) www.nytimes.com time to read: +1 min

He has said things like this forever, sought to share the spotlight or point it wholly elsewhere. And his modesty, which he wraps in a jesting smile and a famous bonhomie, is at the heart of his pianism and personality alike. “So in the very, very best sense of the word, he kind of eradicates himself out of the picture.”Might that mean, though, that Ax is taken for granted? How many have had his ability, not unlike that of his late associate Bernard Haitink, to make music sound so simply right? As Ma put it, “He doesn’t go around saying, ‘And I did this.’” In fact, Ma recalled, when Ax told him that this article was happening, he said, “I don’t know why they’re doing this.”

Persons: That’s Manny, ”, Pekka Salonen, Anders Hillborg, “, eradicates, Ax, Bernard Haitink, Ma Organizations: San Francisco Symphony

Higher winds. In a 2018 paper, Dr. Kossin wrote that hurricanes over the United States had slowed 17 percent since 1947. Dr. Kossin likened the problem to walking around your back yard while using a hose to spray water on the ground. Because warmer water helps fuel hurricanes, climate change is enlarging the zone where hurricanes can form. There is a “migration of tropical cyclones out of the tropics and toward subtropics and middle latitudes,” Dr. Kossin said.

Persons: ”, James P, Kerry Emanuel, “, Kossin, “ you’ll, Emanuel, Dr Organizations: National Oceanic, Atmospheric Administration, Hurricanes, Massachusetts Institute of Technology, National Hurricane Center, Researchers Locations: United States, subtropics, Japan

☆ Evercore: A 'Wall of Worry' is threatening to send the economy into a recession. Here are the 3 warning signs to watch, and where to invest as the worst month for stocks begins.
▼ + stars: | 2023-08-31 | by ( Mark Reeth | ) www.businessinsider.com time to read: +6 min

September is the worst month for stocks, and right now the market rally looks weak. Julian Emanuel, a senior managing director at Evercore ISI, recently published a note for clients warning them of what may be ahead. But instead of celebration and buying, investors greeted the news with a shrug and a sell-off. Evercore ISIThere are two other warning signs Emanuel is keeping an eye on. Evercore ISIWith all that said, how should investors take advantage of the buying opportunity after the September doldrums fade away?

Persons: Evercore's Julian Emanuel, it's, Julian Emanuel, Emanuel doesn't, Emanuel, that's, he's, He's Organizations: Evercore ISI, Nvidia, Evercore, Bear, Vertiv Holdings, JPMorgan, Booking Holdings Locations: U.S, China, Europe

Higher winds. In a 2018 paper, Dr. Kossin wrote that hurricanes over the United States had slowed 17 percent since 1947. Because warmer water helps fuel hurricanes, climate change is enlarging the zone where hurricanes can form. There is a “migration of tropical cyclones out of the tropics and toward subtropics and middle latitudes,” Dr. Kossin said. If a tropical storm or Category 1 hurricane develops into a Category 4 hurricane overnight, he said, “there’s no time to evacuate people.”

The mayor of Fukushima, Hiroshi Kohata, said on Saturday the city’s town hall alone had received about 200 such harassment calls in two days. Security officers in front of the Japanese embassy in Beijing, China, on August 26, 2023. In an echo of the Japanese embassy’s statement, it urged Tokyo to protect the safety of Chinese residents in Japan. Many countries, including China, release treated radioactive water from their own nuclear plants, sometimes at higher concentrations than in Fukushima. Other prefectures are considering similar programs, with the Osaka governor proposing Fukushima seafood be served at all government cafeterias.

Persons: China’s, Hiroshi Kohata, It’s, ”, Yasuhiro Matsuda, Yoon Suk Yeol, Han Duck, Yoon, Han, Yuriko Koike, Rahm Emanuel, Matsuda, Xi Jinping, Fumio Kishida Organizations: Tokyo CNN, NHK, CNN, Security, Kyodo, Chinese Foreign Ministry, University of Tokyo’s Institute, Advanced Studies, South, Osaka, US, East China, Reuters Locations: Fukushima, Japan, China, Tokyo, Fukushima prefecture, Beijing, “, Qingdao, China’s Shandong, Suzhou, China’s Jiangsu, Asia, East

☆ Overview of recent US mass shootings motivated by hate
▼ + stars: | 2023-08-28 | by ( ) www.reuters.com time to read: +3 min

The rampage, which ended when the gunman killed himself, is the latest mass shooting in recent years that appears to have targeted victims based on their race, religion or sexual orientation. Prosecutors said the gunman made the attack in the name of Islamic State, although his motivations for choosing Pulse remain unclear. Before the shooting, the gunman, who was shot and wounded by police, described his antisemitic feelings on social media. He awaits trial on four other murder counts in Atlanta where he faces the death penalty if convicted. Georgia prosecutors have said they intend to designate the case as a hate crime based on race or gender.

Persons: EMANUEL CHURCH, Rich McKay, Rosalba O'Brien Organizations: Prosecutors, Islamic, Nazi, Mother, AME Church, Thomson Locations: Jacksonville , Florida, U.S, ORLANDO, Orlando , Florida, United States, New Orleans, Islamic State, PITTSBURGH, BUFFALO, New York, Buffalo, CHARLESTON, Charleston , South Carolina, ATLANTA, Atlanta, Georgia

☆ NFL roundup: Aaron Rodgers makes Jets debut in win vs. Giants
▼ + stars: | 2023-08-27 | by ( ) www.reuters.com time to read: +7 min

John Kelly Jr. later rushed 2 yards for a score as Cleveland (1-2-1) led 22-3 after the first quarter. Kansas City finished the preseason 2-1. Daniel Carlson connected on all three field-goal attempts -- including a 62-yarder -- for the Raiders, who finish their preseason 2-1. Broncos 41, Rams 0Jarrett Stidham and Ben DiNucci combined for 353 passing yards and two touchdowns as Denver throttled visiting Los Angeles. While the Broncos' offense totaled 494 yards, the defense limited the Rams (0-3) to just 88 passing yards and 159 total yards while notching a pair of interceptions and two sacks.

Persons: Aaron Rodgers, Robert Saleh, Ed Mulholland, Rodgers, Garrett Wilson, Zach Wilson, Tim Boyle, Alex Erickson, Brandin Echols, Tommy DeVito, Harrison Butker's, Patrick Mahomes, Deshaun Watson, David Njoku, John Kelly Jr, Chris Oladokun, Matt Bushman, Cleveland's Cade York, Josh Allen, Kyle Allen, Darrynton Evans, Justin Fields, PJ Walker, Tyson Bagent, Nate McCrary, Benny Sapp, Jordan Love, Alex McGough, Green Bay's Emanuel Wilson, McCrary, Drew Lock, Seattle QB Holton Ahlers, Sapp, David Blough, Clayton Tune, Arizona's Matt Prater, Jaren Hall, Greg Joseph, Jake Fromm, Jacoby Brissett, Trevor Siemian, Reid Sinnett, Shedrick Jackson, Kyle Trask, Chase McLaughlin, Trask, Josh Johnson, Laquan Treadwell, Owen Wright, McLaughlin, Travis Etienne Jr, D'Ernest Johnson, JaMychal Hasty, Beathard, Trevor Lawrence, Miami's Skylar Thompson, Tua Tagovailoa, Chris Brooks, Will Grier, Grier, Trey Lance, Daniel Carlson, Damien Williams, Jarrett Stidham, Ben DiNucci, Jaleel McLaughlin, Tony Jones Jr, Tyler Badie, Albert Okwuegbunam Organizations: New York Jets, New York Giants, MetLife, Jets, Giants, Chiefs, Browns, Kansas City, Cleveland, Bills, Bears, Buffalo, Chicago, Packers, Seahawks, Green, Seattle, Cardinals, Vikings, Minnesota, Bengals, Cincinnati, Buccaneers, Ravens, Tampa Bay, Bay, Jaguars, Dolphins, Jacksonville, Miami, Cowboys, Raiders, Dallas, Las Vegas, Las Vegas TD, Broncos, Rams, Denver, The Broncos, Thomson Locations: East Rutherford , New Jersey, USA, East Rutherford, N.J, Kansas, Seattle, Arizona, Minneapolis, Washington, Landover, Md, Baltimore, Arlington , Texas, Los Angeles

Stocks - which have wobbled in August as rising bond yields threatened to dull the allure of equities - were little changed with the S&P 500 up 0.22%. REVIVING RECESSION WORRIESSome investors were worried that higher rates could weigh on growth and increase the chances of a recession next year. Such a scenario, in theory, would force the Fed to cut rates, pulling bond yields lower. But while risks remained that long-term bond yields could move higher, he was looking to extend the duration of his portfolio. Reporting by Davide Barbuscia and David Randall; Editing by Ira Iosebashvili and Andrea RicciOur Standards: The Thomson Reuters Trust Principles.

Persons: Jerome Powell, John Williams, Ann Saphir, Powell, ”, Cindy Beaulieu, Jackson, “ Powell, Anders Persson, Mike Sewell, Rowe Price, Josh Emanuel, Davide Barbuscia, David Randall, Ira Iosebashvili, Andrea Ricci Organizations: New York Fed, Kansas, Fed, REUTERS, Kansas City, Financial, Treasury, Investors, Futures, Thomson Locations: Jackson Hole , Wyoming, U.S

☆ How 4 Vice alums are building a new media company with ambitions to turn its journalism into film and TV
▼ + stars: | 2023-08-23 | by ( Lucia Moses | ) www.businessinsider.com time to read: +3 min

Four top journalists have left Vice to start a new tech outlet, 404 Media. The founders discussed their plans to expand into filmed entertainment as well as other media. Behind the new venture are Jason Koebler, the former editor in chief of Vice's tech vertical, Motherboard, along with its executive editor Emanuel Maiberg, senior editor Samantha Cole, and senior staff writer Joseph Cox. "I'm very proud of our Vice work.There's a set process for how to turn something into a documentary." Vice's bankruptcy proceedings revealed high bonuses for execs while severance to laid-off workers was delayed and vendors went unpaid .

Persons: Jason Koebler, Emanuel Maiberg, Samantha Cole, Joseph Cox, Derek Mead, Mead, Koebler, Steven Spielberg's, They're, Ian Cheney, Cox Organizations: Earthbound Pictures, Amblin Television, Netflix, Vice, Ticketmaster, Fortress Investment Group

REUTERS/Kevin Lamarque/File Photo Acquire Licensing RightsWASHINGTON, Aug 22 (Reuters) - U.S. President Joe Biden named former federal prosecutor and Chicago lawyer Ed Siskel as his top White House lawyer on Tuesday, saying the former White House deputy counsel would start his new post next month. Siskel served in the White House Counsel's office for nearly four years when Biden was vice president under former President Barack Obama, including as deputy counsel, the White House said in a statement. "For nearly four years in the White House when I was vice president, he helped the Counsel’s Office navigate complex challenges and advance the president’s agenda on behalf of the American people," Biden wrote. He previously was a federal prosecutor for the U.S. Attorney’s Office in the Northern District of Illinois and was a clerk for then-Justice John Stevens on the U.S. Supreme Court, the White House said. Siskel replaces Stuart Delery, who is stepping down after serving as White House counsel since July 2022.

Persons: Joe Biden, Kevin Lamarque, Ed Siskel, Siskel, Biden, Barack Obama, I, Biden’s, Hunter, Obama, Rahm Emanuel, John Stevens, Stuart Delery, Susan Heavey, Bernadette Baum Organizations: Lahaina Civic Center, REUTERS, Rights, White, . House Republicans, Chicago, Trump, U.S . Department of Justice, U.S, Attorney’s, Northern District of Illinois, Supreme, Thomson Locations: Lahaina, Maui, Hawaii, U.S, Chicago, Northern District

☆ After Vice’s Downfall, Top Journalists Start Their Own Tech Publication
▼ + stars: | 2023-08-22 | by ( Katie Robertson | More About Katie Robertson | ) www.nytimes.com time to read: 1 min

And so 404 Media was born. The tech publication — founded by Motherboard’s former editor in chief, Jason Koebler; two of its top editors, Emanuel Maiberg and Samantha Cole; and one of its writers, Joseph Cox — started publishing on Tuesday. Mr. Maiberg said 404 Media would start with just the four of them and focus on topics they had extensive experience reporting on, including hacking, sex work, niche online communities and the “right to repair” movement. “It’s very much a website by humans for humans about technology,” he said. “It’s not about the business of technology — it’s about how it impacts real people in the real world.”

Persons: Motherboard’s, Jason Koebler, Emanuel Maiberg, Samantha Cole, Joseph Cox —, Maiberg, ”, “ It’s Organizations: Media

☆ China's growing aggression will be in focus as U.S. closes ranks with Japan and South Korea
▼ + stars: | 2023-08-18 | by ( Sumathi Bala | ) www.cnbc.com time to read: +6 min

President Joe Biden will unveil the measures with Japanese Prime Minister Fumio Kishida and South Korean President Yoon Suk Yeol at Camp David on Friday, said Kurt Campbell, the White House coordinator for Indo-Pacific affairs. Most countries in the region have "deep, profound economic and political interests," and a "steady and stable relationship" with China, Campbell added. watch nowChina has "warned Tokyo and Seoul against pursuing greater trilateral security cooperation with Washington, but its diplomatic pressure is backfiring," they added. "What President Yoon and Prime Minister Kishida have done has defied expectations. In March, Yoon's government announced a landmark agreement over compensation payments for South Korean victims of Japanese wartime forced labor.

Persons: Joe Biden, Fumio Kishida, Yoon Suk, Brendan SMIALOWSKI, BRENDAN SMIALOWSKI, Brendan Smialowski, David, Kurt Campbell, Camp David, Biden, Campbell, Victor Cha, Cha, Wang Wenbin, Beijing Campbell, Rahm Emanuel, Kishida, Yoon, we've, Yoon's Organizations: Japan's, South, Getty, Afp, Biden, Japanese, Center for Strategic, International Studies, Washington, White, CSIS Locations: Hiroshima, AFP, Japan, South Korea, Camp, Washington, Asia, Korea, Ukraine, Beijing, U.S, China, United States, America, America … China, warily, Eurasia, Tokyo, Seoul, South

By accepting an International Atomic Energy Agency (IAEA) report last month that greenlit Japan's Fukushima water release, Yoon could encourage fresh dissent that China will try to amplify, analysts say. On Monday, Park Gu-yeon, vice minister of government policy coordination at the prime minister's office, said both sides have made "substantial progress" on the water release issue. A senior South Korean official, speaking on condition of anonymity because of diplomatic sensitivity, said the government did not see it as a source of friction. "China absolutely will try to exploit Fukushima to drive a wedge between South Korea and Japan," said David Boling, a director at consulting firm Eurasia Group. In July, Chinese foreign ministry spokesman Wang Wenbin said Japan had shown selfishness and arrogance, and had not fully consulted the international community about the water release.

Persons: Rafael Mariano Grossi, Kobayakawa, Joe Biden, Yoon Suk Yeol, Fumio Kishida, Biden, David, Yoon, Japan Rahm Emanuel, Moon Jae, Christopher Johnstone, Antony Blinken, they've, David Boling, Joshua Kurlantzick, Wang Wenbin, Hirokazu Matsuno, Tim Kelly, Sakura Murakami, Hyonhee Shin, Josh Smith, David Brunnstrom, Trevor Hunnicutt, Ekaterina Golubkova, Lun Tian, Yoshifumi, Gerry Doyle Organizations: International Atomic Energy Agency, Tokyo Electric Power Co, Japanese, Reuters, U.S, IAEA, Biden's National Security Council, Center for Strategic, International Studies, Japan, South Korean, South, Gallup, Eurasia Group, Council, Foreign Relations, Global Times, Thomson Locations: Futaba, Japan, TOKYO, SEOUL, South Korea, Tokyo, China, Washington, East Asia, Taiwan, Beijing, Russia, North Korea, United States, Australia, Britain, Seoul, Seoul . U.S, Fukushima, Korean

CNN —President Joe Biden is using the presidential retreat at Camp David to help with a diplomatic mission – hosting the first-ever trilateral summit with Japan and South Korea, two countries that are putting aside a fraught history in the face of shared security challenges. The gathering will mark the first time Biden is hosting foreign leaders at the Camp David retreat, a site of historic diplomatic negotiations for past presidents. From the start of his administration, Biden has sought to draw Asian allies like Japan and South Korea closer, in part, to counter an ascendant China. Biden’s first foreign leader visits at the White House were Japan and South Korea, and he visited the countries back-to-back in May 2022. Biden has worked to foster his individual relationships and cooperation with South Korea and Japan.

Persons: Joe Biden, David, Fumio Kishida, Yoon Suk, Biden, ”, Camp David, Yoon, ” Rahm Emanuel, Biden’s, Jake Sullivan, Kishida, “, ” Biden, serenaded, Don McLean, Yoon’s, Yoon Ki Jung, Franklin D, Roosevelt, Dwight D, Eisenhower, Winston Churchill, Jimmy Carter’s, Bill Clinton, Ehud Barak, Yasser Arafat, Barack Obama, Donald Trump Organizations: CNN, Japanese, South, Camp, Japan, Brookings Institution, ”, White, NATO, Korean, US, White House, South Korean, British, Camp David Accords, Israeli Locations: Japan, South Korea, North Korea, China, Catoctin, Maryland, Seoul, Tokyo, Korea, Korean, Pyongyang, Beijing, Madrid, Hiroshima, Annapolis , Maryland, Ukraine, Washington, Delaware, Israel, Egypt

☆ Buy these A.I. enablers, adopters and adapters, Evercore ISI says
▼ + stars: | 2023-08-14 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Evercore ISI is calling out its top artificial intelligence enablers, adopters and adapters as the technology's prominence transforms businesses and the world. These names have also seen their next 12 months' EPS estimates revised upward and sit in the top 75% of the index. Both stocks have risen on AI demand about 48% and 152%, respectively, since the start of the year. EPS estimates for Meta and Alphabet have risen nearly 15% and 5%, respectively, since the end of May. MongoDB soared 28% after posting blowout results, with EPS estimates up more than 44% since the end of May.

Persons: Julian Emanuel, Russell, Penny, MongoDB, JPMorgan Chase, Pizza, — CNBC's Michael Bloom Organizations: Nvidia, Meta, Holdings, Arista Networks, Intel, JPMorgan

☆ Wall St Week Ahead Sluggish US earnings may need pick-me-up to support 2023 stock rally
▼ + stars: | 2023-08-11 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

Raindrops hang on a sign for Wall Street outside the New York Stock Exchange in Manhattan in New York City, New York, U.S., October 26, 2020. The S&P 500 (.SPX) has edged higher since earnings season began in July, with the benchmark index up 16% in 2023. Third-quarter S&P 500 earnings are seen rising 1.3% on a year-over-year basis, according to Refinitiv, before a 9.7% fourth-quarter earnings rise and a 11.9% full-year increase in 2024. Reuters Graphics Reuters GraphicsMeanwhile, the S&P 500 has become more richly valued. Q2 RESULTSWith 91% of S&P 500 companies having reported second-quarter results, 78.7% posted earnings above analysts' expectations, according to Refinitiv IBES.

Persons: Mike Segar, Eric Freedman, Refinitiv, Anthony Saglimbene, Julian Emanuel, Evercore, Emanuel, John Lynch, Ned Davis, Comerica's Lynch, Lewis Krauskopf, Ira Iosebashvili, Richard Chang Organizations: Wall, New York Stock Exchange, REUTERS, Stock, U.S, Bank Asset Management, Reuters Graphics Reuters, Credit Suisse, Ameriprise Financial, Comerica Wealth Management, Apple, Walmart, Ned Davis Research, Thomson Locations: Manhattan, New York City , New York, U.S

☆ Increases in productivity go hand in hand with increases in jobs: Evercore ISI's Emanuel on A.I.
▼ + stars: | 2023-08-10 | 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 EmailIncreases in productivity go hand in hand with increases in jobs: Evercore ISI's Emanuel on A.I. Julian Emanuel, Evercore ISI Senior Managing Director, joins 'Closing Bell Overtime' to talk the impact of A.I. on the markets.

Persons: Evercore ISI's Emanuel, A.I, Julian Emanuel, Evercore

☆ Eli Lilly's stock jumps on promising weight-loss drug
▼ + stars: | 2023-08-08 | 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 EmailEli Lilly's stock jumps on promising weight-loss drugDr. Ezekiel Emanuel, fmr. Obama White House health policy advisor, joins 'Last Call' to talk the Eli Lilly's stock reaction to its weight-loss drug, rising obesity rates in the U.S. and more.

Persons: Eli Lilly's, Ezekiel Emanuel, fmr, Obama Organizations: Obama White House Locations: U.S

☆ Jeff Bezos and Lauren Sanchez's superyacht engagement party reportedly included business titans and celebs, from Bill Gates and his girlfriend to Leonardo DiCaprio
▼ + stars: | 2023-08-07 | by ( Haley Tenore | ) www.businessinsider.com time to read: +3 min

Some big names attended, including Bill Gates, Bumble CEO Whitney Wolfe Herd, and Kris Jenner. The party took place on Bezos' $500 million yacht, which first set sail in February. Jeff Bezos and Lauren Sanchez celebrated their engagement last week — and their party aboard the Amazon cofounder's $500 million superyacht attracted some big names. Attendees included Kris Jenner, Bumble CEO Whitney Wolfe Herd, and fashion designer Sarah Staudinger, according to photos on Sanchez's Instagram. Bezos and Sanchez have been spending lots of time on their $500 million yacht, which first hit the seas in February.

Persons: Jeff Bezos, Lauren Sanchez, Bill Gates, Bumble, Whitney Wolfe Herd, Kris Jenner, Sarah Staudinger, Instagram, Paula Hurd, Page, Wendi Murdoch, Rupert Murdoch's, Ari Emanuel, Staudinger, Andrew Garfield, Tobey Maguire, Rania Al Abdullah, Queen of Jordan, Leonardo DiCaprio, Bezos, DiCaprio, Sanchez, Mackenzie Scott Organizations: Morning, Black Ops Aviation, Good Locations: Positano, Italy

TOKYO, Aug 3 (Reuters) - The Japan opening of the hit film "Barbie" was dealt additional setbacks as an online petition gained steam calling on Hollywood studios to disavow a grassroots marketing movement that made light of nuclear holocaust. Warner Bros initially latched on to fan-produced memes that depicted Robbie's Barbie with actor Cillian Murphy's Oppenheimer alongside images of nuclear blasts. But fans were not amused in Japan, which in coming days will mark the memorials of the atomic bombings of Hiroshima and Nagasaki 78 years ago. "This incident is really, really disappointing," she posted. Ambassador to Japan Rahm Emanuel posted a picture of his meeting in Tokyo with director Greta Gerwig, but the response online was chilly.

Persons: Oppenheimer, Barbie, Margot Robbie, J, Robert Oppenheimer, Robbie's Barbie, Cillian Murphy's Oppenheimer, Barbie delighting, Koji Maruyama, Mitsuki Takahata, Japan Rahm Emanuel, Greta Gerwig, Emanuel, Rocky Swift, Chang, Ran Kim, Michael Perry Organizations: Hollywood, Warner Bros, Universal Pictures, Warner's, Twitter, Thomson Locations: TOKYO, Japan, Hiroshima, Nagasaki, Warner's Japan, Tokyo

☆ Summer rally winners are showing cracks, Evercore's Julian Emanuel warns
▼ + stars: | 2023-07-31 | by ( Melissa Lee | ) 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 EmailSummer rally winners are showing cracks, Evercore's Julian Emanuel warnsJulian Emanuel, Evercore ISI Sr. Managing Director, joins 'Fast Money' to break down the latest market moves with CNBC's Melissa Lee and the Fast Money traders.

Persons: Evercore's Julian Emanuel, Julian Emanuel, Evercore, CNBC's Melissa Lee Organizations: Fast Money

☆ 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

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