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28.09.26 - 10:42
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Morgan Stanley Says Bond Selloff ′Nowhere Near Problematic′ (Bloomberg)
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Marina Zavolock, chief European equities strategist at Morgan Stanley, says the global bond selloff and resulting yield increases are not yet at troubling levels for European stocks, with earnings growth across the region running close to 20%.
(Source: Bloomberg)...
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27.09.26 - 08:01
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Panikmache geht weiter: UBS als Übernahme-Opfer (Inside Paradeplatz)
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SonntagsBlick malt US-Schnäppchen-Kauf an – Zeitungs-Besitzerin Ringier in UBS-Hand. Lobbying im Crazy-Modus.
„Schnappen sich die Amerikaner die UBS?“ titelt der SonntagsBlick. Acht Finanzmultis sollen mit den Schweizern zusammenspannen wollen. Mindestens. Zuvor hatten US-Medien über US-Riese Morgan Stanley und die US-Grossbank Standard Chartered als potenzielle Partner gesprochen. Die eine aus New York, die […]...
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25.09.26 - 23:18
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Katerina Simonetti Discusses Risk-Off Positioning as Volatility Spikes (Bloomberg)
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Katerina Simonetti, Executive Director at Morgan Stanley Private Wealth Investments, discusses how to think about markets amid this year's crosscurrents and whether a risk-off approach is still appropriate. Simonetti highlights a sharp jump in Treasury volatility, the biggest in a year, alongside a note that stocks are rising as oil retreats on hopes of a U.S.-Iran deal. She speaks with Romaine Bostick & Isabelle Lee on "The Close." (Source: Bloomberg)...
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25.09.26 - 23:06
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China′s Economy Unbalanced, AI Deal Hard to Envision, Stephen Roach Says (Bloomberg)
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Stephen Roach, Yale University Jackson Institute for Global Affairs senior fellow and former chairman of Morgan Stanley Asia, says President Donald Trump's meeting with Chinese President Xi Jinping left many unresolved questions about tariffs, technology restrictions, rare earth leverage and Taiwan, even as both sides appeared to project some stability. He speaks on "Bloomberg The Close." (Source: Bloomberg)...
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