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28.05.26 - 09:36
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Aluminum Market Tightness Could Continue for ′Long Time,′ Morgan Stanley Says (Bloomberg)
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Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long time. "Most of the smelters that are shut are damaged, and so they're looking at sort of twelve-month restart timelines," Gower explains. (Source: Bloomberg)...
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25.05.26 - 22:48
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The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs (24/7 Wall St.)
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Morgan Stanley's Andrew Slimmon, who runs the firm's Global Strategies group, delivered a contrarian message on Barron's Streetwise podcast that cuts against the prevailing wisdom on Wall Street. The most common question he hears from individual investors right now: “I don't get why the stock market is at an all-time high.” His answer reframes the ... The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs...
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24.05.26 - 16:48
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Morgan Stanley Portfolio Manager: ‘I Don’t Think We’re Close’ to a Dot-Com Bubble (24/7 Wall St.)
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Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, used his recent appearance on Barron's Streetwise podcast to push back on the loudest narrative in markets right now. “I think about the dot-com bubble, and I don't think we're close to it,” Slimmon said. His evidence sits in plain sight on the semiconductor tape, ... Morgan Stanley Portfolio Manager: 'I Don't Think We're Close' to a Dot-Com Bubble...
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