Morgan Stanley recommends going long on USA Treasuries, betting they will outperform inflation-protected Bonds.
Morgan Stanley strategists advise clients to short 10-year Treasury Inflation-Protected Securities (TIPS) and buy 10-year US Treasuries, aiming to profit from cooling inflation and a potential reversal of the breakeven rate. Strategists like Aryaman Singh suggest betting that the 10-year breakeven inflation rate will drop from the current level of around 2.4% to 2.15%, with a stop-loss target set at 2.5%. The strategists wrote in their report that the breakeven inflation rate has widened too much relative to nominal Treasury yields and that the timing for a reversal is ripe if US Treasury yields decline. As inflation cools, they expect a rapid decline in Treasury yields.
Express News | According to informed sources, India's eyewear company Lenskart Solutions Pvt. is expected to select Banks such as Morgan Stanley and Kotak Mahindra Bank Ltd. to handle its 2025 IPO in Mumbai. The company plans to raise $1 billion through the IPO at an es
Express News | Germany's Deutsche Bank , Dws and Postal Savings Bank of China End Talks Over Asset Management Joint Venture After Disagreement Over Stake Size, Sources Say
Tech Enhancements From Morgan Stanley at Work Drive Scale and Chart Path for Integrated Experience in 2025
Wall Street major firms are intensifying the sales of debts related to X, with the sweetener being a $6 billion equity stake in Musk's AI company.
Wall Street Banks are only a step away from unloading X-related debt, as they have dangled a sweet deal in front of potential buyers: the equity of this Social Media company in Elon Musk's AI enterprise. A banking syndicate led by Morgan Stanley is preparing to sell up to $3 billion to support Musk's 2022 acquisition of X's priority secured debt. Sources say that X's valuation has been boosted by approximately $6 billion in previously undisclosed xAI CORP equity. xAI is Musk's AI startup. Potential investors have been informed that they will have the right to request X's equity in that entity. This
Express News | Elon Musk's social media platform X Corp (formerly Twitter), which he controls, holds approximately $6 billion in shares of Musk's xAI Corp. This means that the potential sale of up to $3 billion in debt for X Corp, led by Morgan Stanley and other major W