morgan

Humanoid robot boom projected to hit $5 trillion by 2050. Morgan Stanley sees humanoids outpacing global auto industry

Morgan Stanley’s Adam Jonas just introduced the “Global Humanoid Model,” projecting 1 billion humanoid robots and $5 trillion in annual revenue by 2050. They believe the implications for global manufacturing, supply chains, and geopolitics are still under-appreciated. Morgan Stanley sees humanoids eventually eclipsing the global auto industry in size, with final equipment sales reaching nearly …

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Bond yields above pre-“Liberation Day” levels. FHA delinquencies soar to 15.11% on purchase loans. Morgan Stanley predicts no rate cuts from the Fed in 2025

Talk about a shift in sentiment: The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours. Yields are ABOVE levels seen before "Liberation Day." Once again, bond markets are telling us something. pic.twitter.com/zOQcikVObA — Adam Kobeissi (@TKL_Adam) April 8, 2025 FHA delinquencies are skyrocketing, 15.11% of all FHA …

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JP MORGAN: “Stocks will DUMP on Trump Tariffs, SELL Now”

While details are scarce, the Washington Post reported that the Trump administration is weighing a 20% duty on most imports into the U.S., though no final decision had yet been made. “We remain Tactically Bearish” ahead of Wednesday, wrote traders at JPMorgan in a note. “We think the policy uncertainty is the dominant factor in …

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Morgan Stanley to cut 2,000 jobs.

(Reuters) -Wall Street heavyweight Morgan Stanley is planning to lay off about 2,000 employees later this month, a person familiar with the matter told Reuters on Tuesday. The reduction of 2% to 3% of the company’s workforce, excluding financial advisers, was aimed at improving operational efficiency, the person said, requesting anonymity. Morgan Stanley had more …

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The current U.S. stock market valuation has reached 2000 and 2021 levels. Morgan Stanley’s Mike Wilson – US equities could face a tough six months to start the year.

by VotedOut Three different U.S. stock market valuation models (the Buffett Indicator, CAPE ratio, and Mean Reversion Model – three different ways of objectively looking at the overall valuation of the current market) are flashing extreme overvaluation warning signs that were both last seen in 2000 and 2021. Both 2000 and 2021 marked market euphoria …

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JP Morgan, Goldman, Citibank, and Bank of America hold $183.37T in derivatives, backed by only $8.28T in assets.

JP Morgan, Goldman, Citibank, Bank of America These four have $183.37 Trillion in derivatives, 88.12% of total outstanding (all banks). These are backed by a mere $8.28 Trillion in assets, 4.52% of their derivative positions. Did I mention they are repeat offenders from 2008? pic.twitter.com/fYbNLZZ0Vl — M.B. (@741trey) September 30, 2024 The mass gathering of …

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China outlook: A “downward spiral”, reckons SocGen. “From bad to worse” and “a vicious cycle,” says Barclays. “Things could get worse before they get better,” warns Morgan Stanley.

via Reuters A look at the day ahead in Asian markets. If deepening gloom around China and a surging Japanese yen are the local market drivers in Asia, the Fed’s upcoming interest rate decision hangs heavily over world markets as growing hopes for a 50 basis point cut push the dollar to new lows for …

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A 0.25% rate hike triggered a -27% Nikkei decline, $6.4 trillion global stock losses. The Japanese Yen Carry Trade unwinding is only 50% complete, warns JP Morgan.

A quarter point rate hike from 0% to .25% caused a -27% decline in the Nikkei, wiped out all gains for the year and caused a global crash w/$6.4 trillion in stock losses. So far.https://t.co/VCez2pIbgq The global stock losses exceed the entire value of the Japanese stock market… pic.twitter.com/CKFGfuwxXw — Mac10 (@SuburbanDrone) August 6, 2024 …

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Morgan Stanley: BRICS Can’t Dethrone the Dollar, But THIS Can

BRICS probably won’t be able to dethrone King Dollar, according to Morgan Stanley currency traders. There’s only one small problem with their argument… From Peter Reagan at Birch Gold Group This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: Morgan Stanley’s views on gold and …

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Morgan Freeman Explains Why He ‘Detests’ Black History Month: ‘My History Is American History’

Oscar-winning actor Morgan Freeman has turned on Black History Month and declared he “detests it.” The Hollywood star known for his roles in The Shawshank Redemption and The Dark Knight trilogy made plain his antipathy in an interview, critically appraising the annual event that takes place every February across the country. Freeman told Variety in …

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Seems like Morgan Freeman was right.

Two charts: – First shows an increase in racial language being used at media outlets– Second shows a worsening of race relations between Blacks and Whites Seems like Morgan Freeman was right; the way to end racism might just be to stop talking about it. pic.twitter.com/tIBzPoeyO2 — The Rabbit Hole (@TheRabbitHole) April 23, 2024 Morgan …

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JP Morgan CEO’s massive share sell-off sparks insider trading alert.

Alarm bells ring as JP Morgan’s Chairman and CEO, Jamie Dimon, dumps a staggering 178,222 shares of $JPM, totaling $32 million, adding to his already substantial sales this year exceeding $180 million. With Dimon’s actions signaling significant insider activity, concerns mount over the implications for the market, particularly amidst fears of quantitative tightening (QT). As …

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Citigroup predicts gold at $3,000/oz; JP Morgan forecasts $2,500. UBS warns of 6.5% Fed rate hike.

Citigroup and JP Morgan forecast significant gains for gold, with projections reaching $3,000 and $2,500 per ounce respectively within the next year. Meanwhile, UBS warns of a potential 6.5% Fed rate hike amid persistent inflation, triggering concerns of a selloff in both bond and stock markets. As cocoa prices hit record highs, surpassing $10,500 per …

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Debt-service ratio drops, risks rise. Morgan Stanley warns of stock market rally ending; options markets remain optimistic, potentially overlooking risks.

The debt-service coverage ratio, a measure of financial health, has dropped significantly over the past year, indicating increased risk among leveraged loan companies. Morgan Stanley’s Chief Investment Officer warns that if corporate profits disappoint, the stock market rally could end. Options markets show extreme optimism, suggesting investors may be overlooking potential risks. Something about swimming …

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Rep. Adam Morgan exposes dark money, lobbyist influence, and policy biases in Washington.

South Carolina Representative Adam Morgan has blown the whistle on the troubling dynamics unfolding within Washington’s political landscape. Morgan has laid bare a series of concerning practices, shedding light on the influence of dark money entities, the blatant disregard for voters’ voices, and the prioritization of multi-billion international corporations and lobbyists over the American public. …

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CEO Jamie Dimon Dumps 822,000 Shares of JP Morgan Stock

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon and his family sold $150 million worth of the bank’s stock, following through on last year’s announcement that he would begin selling shares for the first time since taking the helm 18 years ago. Dimon and his family sold about 822,000 shares in a series of …

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JPig Morgan, Citi And Goldman Sucks Drafting Landmark Lawsuit Against The Fed. ( About being forced to carry a higher reserve threshold)

A group of America’s biggest banking titans are considering whether they should pull a shocking move – suing the U.S. Federal Reserve. JPMorgan Chase, Citibank and Goldman Sachs are on the list of major banks that, using their trade group, have hired one of the best conservative trial lawyers in the country to draft the …

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