Given the narrow path ahead, our view is that a high degree of policy continuity is a must in order to maintain macro stability. Morgan Stanley More Quotes by Morgan Stanley More Quotes From Morgan Stanley We have growing concerns about crude fundamentals and prices in 2H15 and 2016 after the quick recovery (since January) ... The market appears complacent about rising OPEC production and upcoming Iran discussions, both of which could more than offset U.S. declines, that said, retesting YTD (year-to-date) lows is very unlikely. Healthy transport demand, reflected in strong refining margins, capex cuts and low spare capacity should limit downside. Morgan Stanley energy The USD downward correction is complete, a stronger dollar would only reinforce our near-term concerns for oil prices, especially Brent. Morgan Stanley energy Shrinking dealer balance sheets coupled with bond market growth have led to a significant worsening of fixed income liquidity, especially in corporate bonds. Morgan Stanley company-news Brent crude prices (are) attempting to rally on rapid week-on-week reduction in U.S. ... rig count. Morgan Stanley top-news Saudi, UAE, Iraqi and other Middle East production and exports (are) all higher TYD (to year date) adding to supply pressure. Morgan Stanley top-news Saudi, UAE (United Arab Emirates), Iraqi and other Middle East production and exports (are) all higher TYD (to year date)adding to supply pressure. Morgan Stanley energy Exceptionally strong refinery margins and a soft maintenance schedule may skew the normal seasonality of refinery runs and push more (price) weakness into early summer. Morgan Stanley energy It’s just science lab stuff now, it’s not really for immediate commercial benefit. Morgan Stanley business With the market primed to sell any sign of weakness, the risk of a large downward move is rising. Morgan Stanley energy Without OPEC intervention, markets risk becoming unbalanced, with peak oversupply likely in the second quarter of 2015. Morgan Stanley business With OPEC on the sidelines, oil prices face their greatest threat since 2009, but we expect a volatile 2015 rather than a one-way trade. Morgan Stanley business A lot will depend on whether there are benefits from in-market consolidation deals. Morgan Stanley company-news We have previously notified applicable clients regarding these matters, which occurred several years ago, and have not detected any unauthorized access to, or misuse of, personal client information. Morgan Stanley While there have been a lot of negative headlines over the promotional activities around the Morgan Stanley analyst Thomas Allen sports betting industry, it has resulted in a highly concentrated market that should be positive long term, scale matters and to-date, it appears that only FanDuel, DraftKings, and BetMGM have been able to consistently gain outsized market share. Morgan Stanley I was wrong on this, i thought we would have been out of it past Labor Day, and we're not. Morgan Stanley We anticipated further earnings estimate reductions through the 3Q results season, due to sustained PPI inflation, power shortages, and Delta-variant Covid outbreaks. Morgan Stanley Bottom line: faster tapering with a greater deceleration in growth implies a greater than 10% correction. Morgan Stanley If you can go to a restaurant in New York City, you can come into the office. And we want you in the office, by Labor Day, I'll be very disappointed if people haven't found their way into the office and then we'll have a different kind of conversation. Morgan Stanley With the pro-independence parties likely to secure a majority in the May 6 Holyrood election, we see a 15% chance of independence. Morgan Stanley So it’s a day for (the so-called) ‘reopening trade’ with strong financials. Morgan Stanley