Aggressive Fed rate cut next week could backfire, putting big tech in crosshairs

Goldman Sachs Still Sees 25bps Easing by Fed Next Week, Sees 25bps in Nov and 25bps in Dec, Total Cuts by Y/E of 75bps

Goldman Sachs Still See 25bps Easing by Fed Next Week, Sees 25bps in Nov and 25bps in Dec, Total Cuts by Y/E of 75bps

The analyst comments "Jan Hatzius reiterates our view that the US labor market is slowing but not lurching towards recession in a fresh Global... More

Cit Lowers Easing Expectation to 25bps by Fed Next Week, Sees 50bps in Nov and 50bps in Dec, Total Cuts by Y/E of 125bps

Cit Still Sees 25bps Easing by Fed Next Week, Sees 50bps in Nov and Dec, Total Cuts by Y/E of 125bps

The analyst comments "Labor market data show an economy sliding toward recession with the rise in the unemployment rate likely to accelerate in coming months. We... More

The best stocks to hold for 12 months as per Morgan Stanley

Morgan Stanley released its 15th annual edition of Vintage Values, featuring the top stocks to hold for a one-year buy-and-hold investment horizon.

The bank explains that the list is the result of a combination of analysts' fundamental views and quantitative analysis, carefully selected by Morgan Stanley's Stock Selection Committee (SSC).

This year, the SSC considered factors such as macro exposure, industry positioning, valuation, and risk-reward profile for each stock.

The list... More

Once the major growth driver, China is now a big headache for Western carmakers

For a significant amount of time, China was a critical growth engine for Western automakers, providing substantial demand and profit.

However, this trend is now reversing, creating major challenges for companies that once thrived in the market, according to a note from Morgan. Stanley on Thursday.

"China's two-decade run as a source of incremental demand and profit is moving the other way," the bank stated in a... More