The Wall Street bank tipped cold water on lithium stocks with its bearish outlook for the metal. But lithium giant Albemarle has hit back, saying the EV take-up rate, and therefore lithium demand, will be much greater than MS claims. Plus, Liontown ready to roar with lithium assays due shortly.... Show More
A new paper that’s been released by Morgan Stanley “suggests that the greying population may reverse three long-term trends: 1) a decline in real (inflation-adjusted) interest rates, 2) a squeeze on real wages and 3) widening inequality. That is because those trends were driven by previous demographic shifts; first, the... Show More
"Despite the common belief that lower for longer RBA rates will see strong housing conditions persist, we think [APRA's] macroprudential rules are effectively tightening policy settings. Alongside the 10% speed limit on investor property lending, higher mortgage risk weights and a sharp ~100bp repricing on the front book of investor... Show More
Below Morgan Stanley’s Adam Longson has shared a chart showing how his research team sees the oil story playing out through 2018. Show More
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Stephen S. Roach, the former Chief Economist of Morgan Stanley says the Western World’s view of China “has darkened out of fear of asset bubbles, excess investment, and debt overhangs—precisely the same imbalances that have afflicted the major economies of the developed world over the past two decades.” However “the... Show More
Adam Parker, the Chief US Equity Strategist at Morgan Stanley says the Greek crisis provides a good opportunity for investors to snap up stocks in the US. “The current level of U.S. economic strength should be enough to make stock investors look past temporary worries over Greece, especially with earnings... Show More
Adam Parker the Chief Equity Strategist at Morgan Stanley says the GDP numbers are positive for equities. "To me the setup is good. Why sell U.S equities when bottom-up numbers are too low, the economy is improving and sentiment's not that ebullient? Sounds like a winner to me." You can... Show More
Morgan Stanley has released a note saying that one of the main reasons it’s tough to beat the S&P is that when new stocks are added to the index they tend to be massive outperformers. “The earnings growth of the companies added to the index was not only much superior... Show More
“MorganStanley found that consumers of all stripes intend to buy less beer going forward. A whopping 24 percent of consumers surveyed in 2015 (in the US) said that they plan to decrease their beer consumption in the next year, while just 8 percent said they plan to increase it. The... Show More
“Investment bank Morgan Stanley has painted a bullish outlook for the home battery storage market in Australia, saying it could be worth $24 billion, with half of all households likely to install batteries to store the output from their solar panels.” (Renew Economy). Morgan Stanley writes “Battery adoption should follow... Show More
The Morgan Stanley research department has released a report outlining the 30 best US stocks to be holding over the next 3 years. The MS analysts say that “the main criterion is sustainability — of competitive advantage, business model, pricing power, cost efficiency, and growth.” “We selected the companies that... Show More
With the mining sector seen nearing the bottom of the cycle, Rio Tinto Group signaled to analysts it’s ready to resume mergers and acquisitions. The company is prepared to look for a deal if it can secure the right asset at the correct valuation and win investor backing, Morgan Stanley... Show More
Chart: European annual inflation hits lowest level since July 2009. This chart via Morgan Stanley highlights just how striking the inflation conundrum facing Europe is right now. Euro Area Annual Inflation was - 0.6% in January - the Lowest Rate Recorded Since July 2009. Show More
Steven Roach former Chief Economist of Morgan Stanley believes the relationship between China and America is at a critical turning point. He spoke with Philip Baker from the AFR saying that how this relationship unfolds will be the decisive factor in shaping the global economy and financial markets over the... Show More
The too big to fail banks have a larger share of the U.S. banking industry than they have ever had before. So if having banks that were too big to fail was a problem back in 2008, what is it today? The total number of banks in the United States... Show More
Some of the world's biggest oil companies including BP, Statoil ASA, and Royal Dutch Shell Plc conspired with Morgan Stanley and energy traders including Vitol Group to manipulate spot prices for Brent crude oil for more than a decade allege four longtime traders in the oil market. Over 85 pages,... Show More