stanley

Private Credit Goes From Bad To Worse! Apollo Just Gave Investors Only 45% Of Requested Withdrawals. BlackRock, Morgan Stanley, And Blue Owl Are Doing The Same Thing. Moody’s Just Downgraded A Massive Private Credit Fund!

Wall Street crisis spreads as shadow bank blocks withdrawal Apollo and BlackRock Cap Withdrawals — $1.8 Trillion Private Credit Market Under Real Stress Apollo Global Management capped investor redemptions at one of its largest non-traded private credit funds, Apollo Debt Solutions. According to a shareholder letter, it capped redemptions at 5% of outstanding shares after …

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An oil spike in a weakening economy is not inflationary – it is contractionary! FED needs to LOWER rates to counter the effects of higher Oil Prices. “The Income Effect” is the reason. Morgan Stanley still expects Fed cuts, oil shock threatens growth. $150 oil warning, recession risk climbs to 20%

Let me be very clear! An oil spike in a weakening economy is not inflationary – it is contractionary! The FED is extremely misguided if they are going to treat a Supply-Driven Oil-spike as an inflationary trigger. FED needs to LOWER rates to counter the effects of higher Oil… — Henrik Zeberg (@HenrikZeberg) March 17, …

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Another Private Credit Fund Is Crashing. The Banks Are Next. Morgan Stanley Limits Redemptions on Private Credit Fund.

Fund Seen As ‘First Domino In Private Credit Bank Run’ Hit With Over 7% In Redemptions: THE AVALANCHE IS NEXT! *MORGAN STANLEY LIMITS REDEMPTIONS ON PRIVATE CREDIT FUND — zerohedge (@zerohedge) March 11, 2026 this is a disaster *CLIFFWATER $33 BLN PRIVATE CREDIT FUND Q1 REDEMPTIONS REACH 14% And Cliffwater is interval, meaning it is …

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Big players tied to JPMorgan Chase, Deutsche Bank, Morgan Stanley, and BlackRock are unloading stock while retail keeps buying dips like it’s 2021.

The people with the best data are protecting themselves first, period. 🚨 WARNING: INSIDERS ARE DUMPING EVERYTHING RIGHT NOW!! Just look at the screen below. Literally EVERY transaction is a SELL. For the last 7 days, insiders: – Sold: $11.6 BILLION– Bought: $59.04 MILLION And that's ONLY what we can see. I'm sure the biggest …

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Morgan Stanley Announces New Gold Prediction

Throughout 2025, the same factors already drove gold prices to multiple records, with its last peak set at $4,549.71 an ounce on Boxing Day. For the calendar year, gold was among the best-performing commodities, with a gain of nearly 65%. That strong momentum is likely to extend into this year, analysts said, noting the geopolitical …

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Morgan Stanley sees hundreds of gigawatt hours of battery demand from data centers by 2030; Tesla, Amazon, Oracle to invest in Bolivia data centers

Morgan Stanley: “We note that battery storage could experience significantly greater demand than we currently forecast stemming from the data center opportunity. DC developers have increasingly expressed a desire to use BESS in a variety of applications from backup, load following to getting online with the grid quicker. In its most recent earnings call, FLNC …

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Morgan Stanley says the pain is almost over and a 2026 boom is coming with rate cuts and 17 percent earnings growth on deck

MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage “under the surface” suggests the correction is nearing its end. 🔸 Wilson remains highly bullish, expecting the Fed to cut rates and forecasting …

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Treasury Bonds now have a higher yield than U.S. Stocks, Morgan Stanley is telling clients to cut back on US stocks

US stocks are too expensive. International stocks have outperformed by a wide margin this year Treasury Bonds now have a higher yield than U.S. Stocks, a change from what we've seen over the last 20 years pic.twitter.com/GU2fcssmN4 — Barchart (@Barchart) October 1, 2025 RIP Morgan Stanley 🫡😂 https://t.co/PGL4x4pvEr — Barchart (@Barchart) October 1, 2025 Here …

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Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… Morgan Stanley sees 7 Fed cuts in 2026

Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… pic.twitter.com/7G1PW53E0c — Michael J. Kramer (@MichaelMOTTCM) June 24, 2025 MORGAN STANLEY EXPECTS US FED TO DELIVER SEVEN RATE CUTS IN 2026, STARTING IN MARCH, TAKING TERMINAL RATE TO 2.5%-2.75% — *Walter Bloomberg (@DeItaone) June 25, 2025

Tesla building ‘legion of robots’ to lead $5 trillion AI labor revolution. Morgan Stanley sees 1 billion humanoids by 2050 with Tesla poised to dominate

TESLA OPTIMUS EYED FOR $5 TRILLION ROBOT TAKEOVER Morgan Stanley sees a $5 trillion humanoid robot market by 2050—and Tesla’s Optimus is in prime position. With up to 1 billion robots projected by mid-century, analysts say companies controlling the brains and branding will win big. Elon expects to build 10,000 to 12,000 Optimus units this …

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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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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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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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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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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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Morgan Stanley downgrades outlook on US dollar to neutral.

Morgan Stanley has downgraded its outlook for the US dollar citing declining Treasury yields after the US Federal Reserve signaled interest rate cuts in 2024. The bank cut its outlook for the US currency to ‘Neutral’ from ‘Bullish’. However, it noted that seasonality and short positioning could potentially still drive further upside, Bloomberg News reported. …

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Banks Face Reckoning: Morgan Stanley Plunges, Bank of America’s Deposit Drop, and U.S. Commercial Real Estate Distress at 10-Year High

Morgan Stanley’s stock takes a significant dive, while Bank of America sees a decline in deposits, albeit slower than JPMorgan Chase, amid increasing competition for deposits. The U.S. commercial property sector is experiencing its highest distress level in a decade, with significant debt and defaults among major players, hinting at an impending reckoning as substantial …

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50% of young adults are living with their parents, an all time high per Morgan Stanley

50% of young adults are living with their parents, an all time high per Morgan Stanley pic.twitter.com/VYKjkML6WH — Win Smart, CFA (@WinfieldSmart) October 9, 2023 The “it’s not a recession” argument hinges on one number: 3.8% unemployment. But it turns out counting missing workers takes unemployment to almost 7%. While almost half of new jobs …

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Federal Reserve Alert! Fed Releases Public sections of July 2023 Resolution Plans aka “Living Wills” for: Bank of America, Bank of New York Mellon Corp, Citigroup, Credit Suisse, Goldman Sachs, JPMorgan Chase, Morgan Stanley, State Street Corp, and Wells Fargo & Co.

by Dismal-Jellyfish Bank of America (PDF) Bank of New York Mellon Corp (PDF) Citigroup (PDF) Credit Suisse (PDF)***** Goldman Sachs (PDF) JPMorgan Chase (PDF) Morgan Stanley (PDF) State Street Corp (PDF) Wells Fargo & Co (PDF) ***** Credit Suisse submitted this plan pursuant to a deficiency identified in the firm’s December 17, 2021, resolution plan …

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