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08.05.26 - 19:27
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"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker (ZeroHedge)
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"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker
Last night's ZeroHedge debate featured the cautiously bullish Adam Parker, former Morgan Stanley chief equity strategist who now runs Trivariate, and bearish money manager Michael Pento, hosted by Adam Taggart of Thoughtful Money.
While Parker is largely optimistic about equities, he put forth a gloomy prediction on gas prices, based on what he is hearing as a consensus on Wall Street. Namely that prices will remain high for at least a year even if Hormuz were to open today.
His full comments below and highlights from last night's debate. Check out the full discussion to hear how both Pento and Parker are positioned going into year-end:
Best case: More pain at the pump
Parker warned that oil markets may remain structurally elevated even if the Strait of Hormuz reopens immediately, arguing that current pricing still underestimates how long normalization could take.
“The consensus view is it takes much longer to no...
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08.05.26 - 09:48
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Morgan Stanley IM lanciert "Strategic Income"-Strategie - Fondsnews (Fondscheck)
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Frankfurt (www.fondscheck.de) - Morgan Stanley Investment Management (MSIM) gibt die weltweite Auflegung des Teilfonds "Strategic Income Fund" der Morgan Stanley Investment Funds (MS INVF) bekannt, so das Unternehmen in einer aktuellen Pressemitteilung. Näheres entnehmen Sie bitte dem Wortlaut der folgenden Pressemeldung:
Dabei handelt es sich um eine flexible, sektorübergreifende Strategie, die sich auf "Fixed Income Plus"-Sektoren konzentriert und Anlegern einen erweiterten Zugang zu den umfassenden globalen Anlagekompetenzen von MSIM im Bereich festverzinslicher Wertpapiere bietet. [mehr]...
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07.05.26 - 22:21
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Morgan Stanley Direct Lending Fund Announces March 31, 2026 Financial Results and Declares Second Quarter 2026 Regular Dividend of $0.45 per Share (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”), a business development company externally managed by MS Capital Partners Adviser Inc. (the “Adviser”), today announced its financial results for the first quarter ended March 31, 2026.
QUARTERLY HIGHLIGHTS
Net investment income of $40.5 million, or $0.47 per share, as compared to $42.4 million, or $0.49 per share, for the quarter ended December 31, 2025;
Net asset value of $19.81 per share, as compared to $20.26 as of December 31, 2025;
Debt-to-equity was 1.22x as of March 31, 2026, as compared to 1.20x as of December 31, 2025;
New investment commitments of $144.9 million (net of any syndications), fundings of $174.0 million and sales and repayments of $239.8 million, resulting in net funded deployment of ($65.8) million;
The Company launched Capstone Lending LLC, a joint venture (“JV”) with an institutional partner (the “JV Partner”) with a substantially similar investment strategy as...
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07.05.26 - 13:31
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Iran Nuclear Threat: Germany Moves to Fix Trump-Merz Rift | The Pulse 5/7 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
James Lord, Morgan Stanley, FX and Emerging Markets Strategy Head; Johann Wadephul, German Foreign Minister. (Source: Bloomberg)...
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07.05.26 - 12:03
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Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds (PR Newswire)
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Broadridge-backed LTX to add Representatives from J.P. Morgan and TD Securities to its Board of Directors NEW YORK, May 7, 2026 /PRNewswire/ -- LTX, an AI-powered corporate bond e-trading venue backed by global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today......
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07.05.26 - 07:48
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HawkEye Set For NYSE Debut After Raising $416 Million, IPO Priced At $26 (Benzinga)
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Space analytics company HawkEye 360 set its initial public offering (IPO) price at $26 on Wednesday.
The Herndon, Virginia-based company sold 16 million shares, which is expected to raise about $416 million. HawkEye is expected to begin trading on Thursday on the New York Stock Exchange under the ticker symbol "HAWK."
A Strategic Move
The offering consists entirely of newly issued common shares being sold by HawkEye 360. The company said the $416 million figure is before underwriting fees and other costs tied to the deal.
Underwriters also received a 30-day ability to buy up to 2.4 million additional shares at the IPO price, minus underwriting discounts and commissions. That provision could expand the share count sold if exercised.
The offering was underwritten by Goldman Sachs, Morgan Stanley, RBC Capital Markets, Jefferies and BofA Securities.
Growing Demand for Space Intelligence
Several major developments are underway in the industry. The White House rolled out the National Initiative for ...
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