Tag
Morgan Stanley
8 articles
Treasury Basis Trade Stalls at $1 Trillion as Hedge Funds Hit Capacity
Morgan Stanley estimates leveraged basis positions have shrunk more than $200 billion, with a Goldman desk chief saying clients call the trade 'dead.'
European Stocks Hit Four-Year Earnings Peak as Capital Rotates From U.S
The Stoxx 600 has gained 12 percent as investors exit U.S. tech exposure, drawn by the strongest European earnings season since 2022 and a euro above $1.15.
Morgan Stanley Warns Mega-Cap Tech Concentration Is Hiding Portfolio Risk
The S&P 500 gained 20 percent from its April low to a record 7,620 on June 2, but Morgan Stanley sees market leadership shifting away from mega-cap tech.
LMAX Group Explores $5 Billion Sale or Nasdaq IPO
The institutional crypto trading platform hired Morgan Stanley and KBW to evaluate strategic options, with a Nasdaq listing emerging as the preferred path.
AI-Driven Cost Cuts Could Unlock $22 Billion Gaming Profit, Reshaping Macro Outlook
Morgan Stanley analysis points to significant efficiency gains through artificial intelligence, signaling potential disinflationary pressures and shifts in corporate earnings trajectories across sectors.
Morgan Stanley's 0.14% Bitcoin ETF Fee Pressures Margins
Morgan Stanley's aggressive pricing for its spot Bitcoin ETF forces a re-evaluation of market share and profitability across the crypto asset management industry, signaling a new phase of institutional competition.
Morgan Stanley Charges into Bitcoin ETF Arena, Shaking Crypto Landscape
Financial giant Morgan Stanley's strategic entry into the Bitcoin ETF market signals a new phase of institutional adoption, stirring digital asset markets amidst broader economic headwinds.
Morgan Stanley Ignites BTC ETF Fee War at 14 BPS: Wall Street's New Low
Morgan Stanley's audacious 14 basis point fee for its upcoming spot Bitcoin ETF is set to disrupt the market, intensifying competition and signaling a profound shift in institutional digital asset strategy.