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Morgan Stanley sees great opportunities for the US stock market!
Morgan Stanley emphasizes the chances of the US stock market, while the S&P 500 notes at 6,656. Discover your sector recommendations.
Morgan Stanley sees great opportunities for the US stock market!
According to Morgan Stanley's analysts, the current market situation could offer promising perspectives for the US stock market. In an interview with CNBC, Chris Toomey, the managing director in the area of private WEATTH Management, pointed out that the stock market can achieve new all -time highs, provided the favorable conditions develop.
An important factor in this forecast is the expected monetary policy change of the Federal Reserve. Analysts believe that the beginning of an overturn cycle could release liquidity in the market, which would also boost the stock market. In particular, lower interest rates could enable companies to finance share return purchases cheaper by taking out cheaper debts.
Current market conditions and liquidity
The current creditwrads are located at a historical low, which also contributes to facilitating the financing conditions. At the same time, the demand for money market funds and US state bonds decreases while the interest is falling. Fed's latest data show that liquidity in money market funds has achieved a record of $ 7.481 trillion.
In her evaluation, Morgan Stanley recommends watching specific sectors. The preferred sectors include technology, artificial intelligence (AI), financial services, alternative actors and industrial economy. Toomey also notes that investments in property (Capex) should increase due to tax benefits from the current government. The S&P 500 is currently being traded at 6.656 points, which draws attention to further developments.
Conclusion and outlook
Morgan Stanley's analysts see a lot of potential in a recovery of the stock market, which is carried by the accessible liquidity, low interest rates and various sector recommendations. The situation could thus offer interesting opportunities for investors, especially at a time when the financial markets could stabilize and grow again.
For more information about the current market analyzes and sector recommendations from Morgan Stanley, please visit the article Daily Hodl.