Harbor Point in Stamford Faces Foreclosure Notice

“Morgan Stanley’s chief U.S. equity strategist reckons the S&P 500’s correction is not far from over, and, citing important differences to other oil price shock-induced drawdowns, he doesn’t sense the ...”

“With artificial intelligence eating up most of the supply for DRAM, there isn’t enough left over for other sectors, and everywhere we look we see indications that it is a true bottleneck.”

“We have cautioned investors to increase liquidity as geopolitical uncertainty continues to roil markets.”

“A higher S&P 500/gold ratio implies investors are more upbeat about stocks and not so concerned about the kind of issues — inflation, deflation, geopolitical crises — that often boost bullion.”

“A higher S&P 500/gold ratio implies investors are more upbeat about stocks and not so concerned about the kind of issues — inflation, deflation, geopolitical crises — that often boost bullion.”

“If higher oil prices persist, the Fed’s reaction function could be complicated, supporting a higher fed funds rate for longer.”

“The prospect of surging oil prices causing growth and inflation to shoot in opposite directions reminds Morgan Stanley of what happened to 60/40 portfolios coming out of the COVID pandemic.”