Morgan Stanley Says ‘Winter Is Here’ for Stocks

Bloomberg2022-01-25

Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...

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Comment（32）

phongy 45
·2022-05-05
Awesome
Reply
1
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HENRYCSC
·2022-01-25
Like pls
Reply
1
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Bubu11
·2022-01-25
Omg
Reply
1
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AngieAbcde
·2022-01-25
Burn some fire wood
Reply
3
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Jasminephyo
·2022-01-25
Ok
Reply
2
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vaztan
·2022-01-25
Did Morgan Stanley help to create the winter for stock ??
Reply
3
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RDPD富爸穷爸
·2022-01-25
I bet to differs. I see buying opportunities in this correction. I will add more if prices get cheaper.
Reply
6
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Mrbelll
·2022-01-25
Just hoping all the small market cap stocks don't die .
Reply
3
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喜慶吉祥好運
·2022-01-25
冬至做好保暖,保持狀態,明天會更好
Reply
Like
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lanangqupu
·2022-01-25
WOW..
Reply
1
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koolgal
·2022-01-25
As usual the financial gurus have varying opinions on the markets. Best advice is to follow your own plan according to your risk appetite. 🤔
Reply
18
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Niskil
·2022-01-25
You dont say?
Reply
2
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imsomeonelse
·2022-01-25
[Angry]
Reply
2
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Chris Tan
·2022-01-25
Winter is only for US equities 😂
Reply
2
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DQ6
·2022-01-25
Stop playing stock and crypto until 2023.
Reply
2
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Barbarazhao
·2022-01-25
Good to read
Reply
2
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Dawang
·2022-01-25
Let the cold wind blow
Reply
2
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DC Godlike
·2022-01-25
[Like]
Reply
7
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DirtyGreen
·2022-01-25
Wow
Reply
4
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MHh
·2022-01-25
I think we can expect to see repeated cyclesleading up to each Fed meeting. Dip due to uncertainty and then boosted by people whoare trained to buy the dip despite that most technology stocks are still expensive
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9
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Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9068078975,"gmtCreate":1651707794467,"gmtModify":1676534952154,"author":{"id":"4101978790494150","authorId":"4101978790494150","name":"phongy 45","avatar":"https://static.tigerbbs.com/f6f41e543307358288f75d55fe347ad2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4101978790494150","authorIdStr":"4101978790494150"},"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068078975","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090105638,"gmtCreate":1643106185823,"gmtModify":1676533774411,"author":{"id":"3575091428590185","authorId":"3575091428590185","name":"HENRYCSC","avatar":"https://static.tigerbbs.com/6d47a6dec25b21dc547a5b982674c499","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575091428590185","authorIdStr":"3575091428590185"},"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090105638","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090371933,"gmtCreate":1643101485981,"gmtModify":1676533774052,"author":{"id":"3572778703995834","authorId":"3572778703995834","name":"Bubu11","avatar":"https://static.tigerbbs.com/31828bc012c38bded447d80a4aeb0d96","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":3,"crmLevelSwitch":1,"idStr":"3572778703995834","authorIdStr":"3572778703995834"},"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090371933","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090370886,"gmtCreate":1643100303477,"gmtModify":1676533773974,"author":{"id":"3582760464345135","authorId":"3582760464345135","name":"AngieAbcde","avatar":"https://static.tigerbbs.com/afd4bd4f4d998862f09bdc2916fcc2ab","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582760464345135","authorIdStr":"3582760464345135"},"htmlText":"Burn some fire wood","listText":"Burn some fire wood","text":"Burn some fire wood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090370886","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090341531,"gmtCreate":1643097834659,"gmtModify":1676533773679,"author":{"id":"3585306064379170","authorId":"3585306064379170","name":"Jasminephyo","avatar":"https://static.tigerbbs.com/81aad6a5797d9f136f0438609cb372a5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585306064379170","authorIdStr":"3585306064379170"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090341531","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090351739,"gmtCreate":1643092605925,"gmtModify":1676533773443,"author":{"id":"3575318222868101","authorId":"3575318222868101","name":"vaztan","avatar":"https://static.tigerbbs.com/972c075f63310a3140cf0ac0cb71158c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575318222868101","authorIdStr":"3575318222868101"},"htmlText":"Did Morgan Stanley help to create the winter for stock ??","listText":"Did Morgan Stanley help to create the winter for stock ??","text":"Did Morgan Stanley help to create the winter for stock ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090351739","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090351440,"gmtCreate":1643092587532,"gmtModify":1676533773443,"author":{"id":"3563664364598207","authorId":"3563664364598207","name":"RDPD富爸穷爸","avatar":"https://static.tigerbbs.com/ccb78267f6fdc8fcff96e8963a385af9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3563664364598207","authorIdStr":"3563664364598207"},"htmlText":"I bet to differs. I see buying opportunities in this correction. I will add more if prices get cheaper.","listText":"I bet to differs. I see buying opportunities in this correction. I will add more if prices get cheaper.","text":"I bet to differs. I see buying opportunities in this correction. I will add more if prices get cheaper.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090351440","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090351528,"gmtCreate":1643092575769,"gmtModify":1676533773434,"author":{"id":"3556075457642650","authorId":"3556075457642650","name":"Mrbelll","avatar":"https://static.tigerbbs.com/67336e5b36a4fd98632c9e9146bda479","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3556075457642650","authorIdStr":"3556075457642650"},"htmlText":"Just hoping all the small market cap stocks don't die .&nbsp;","listText":"Just hoping all the small market cap stocks don't die .&nbsp;","text":"Just hoping all the small market cap stocks don't die .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090351528","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090353028,"gmtCreate":1643091853695,"gmtModify":1676533773385,"author":{"id":"4098522127473930","authorId":"4098522127473930","name":"喜慶吉祥好運","avatar":"https://community-static.tradeup.com/news/5083d220f7325633a1da1ad24c3b58d8","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4098522127473930","authorIdStr":"4098522127473930"},"htmlText":"冬至做好保暖,保持狀態,明天會更好","listText":"冬至做好保暖,保持狀態,明天會更好","text":"冬至做好保暖,保持狀態,明天會更好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090353028","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9090359744,"gmtCreate":1643091849420,"gmtModify":1676533773385,"author":{"id":"4103727627909910","authorId":"4103727627909910","name":"lanangqupu","avatar":"https://static.tigerbbs.com/15422139911b577386175cb0d4753c40","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4103727627909910","authorIdStr":"4103727627909910"},"htmlText":"WOW..","listText":"WOW..","text":"WOW..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090359744","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090350447,"gmtCreate":1643091439545,"gmtModify":1676533773362,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"As usual the financial gurus have varying opinions on the&nbsp;markets.&nbsp; Best advice is to follow your own plan according to your risk appetite. 🤔","listText":"As usual the financial gurus have varying opinions on the&nbsp;markets.&nbsp; Best advice is to follow your own plan according to your risk appetite. 🤔","text":"As usual the financial gurus have varying opinions on the markets. Best advice is to follow your own plan according to your risk appetite. 🤔","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090350447","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090350562,"gmtCreate":1643091431168,"gmtModify":1676533773362,"author":{"id":"3582275262542916","authorId":"3582275262542916","name":"Niskil","avatar":"https://static.tigerbbs.com/3d821197376b8de089c968ce5f016703","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582275262542916","authorIdStr":"3582275262542916"},"htmlText":"You dont say?","listText":"You dont say?","text":"You dont say?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090350562","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090350651,"gmtCreate":1643091424796,"gmtModify":1676533773346,"author":{"id":"3572697049328629","authorId":"3572697049328629","name":"imsomeonelse","avatar":"https://community-static.tradeup.com/news/9294e9e7f11f190688efe808098fa12b","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3572697049328629","authorIdStr":"3572697049328629"},"htmlText":"[Angry]&nbsp;","listText":"[Angry]&nbsp;","text":"[Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090350651","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090350866,"gmtCreate":1643091360071,"gmtModify":1676533773354,"author":{"id":"4100325483048030","authorId":"4100325483048030","name":"Chris Tan","avatar":"https://community-static.tradeup.com/news/234d0c8219838a66f0165bcb29277534","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4100325483048030","authorIdStr":"4100325483048030"},"htmlText":"Winter is only for US equities 😂","listText":"Winter is only for US equities 😂","text":"Winter is only for US equities 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090350866","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090350340,"gmtCreate":1643091343170,"gmtModify":1676533773354,"author":{"id":"3582894720985713","authorId":"3582894720985713","name":"DQ6","avatar":"https://static.tigerbbs.com/fa8d37bc40959d32453f15ca0e4178b4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582894720985713","authorIdStr":"3582894720985713"},"htmlText":"Stop playing stock and crypto until 2023.","listText":"Stop playing stock and crypto until 2023.","text":"Stop playing stock and crypto until 2023.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090350340","repostId":1135838595,"repostType":2,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090924806,"gmtCreate":1643069595160,"gmtModify":1676533770647,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3576888762442253","authorIdStr":"3576888762442253"},"htmlText":"Good to read&nbsp;","listText":"Good to read&nbsp;","text":"Good to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090924806","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090928142,"gmtCreate":1643069306053,"gmtModify":1676533770544,"author":{"id":"3579482809178950","authorId":"3579482809178950","name":"Dawang","avatar":"https://static.tigerbbs.com/d0f01f2346125f600328ffd48beb3a4c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"idStr":"3579482809178950","authorIdStr":"3579482809178950"},"htmlText":"Let the cold wind blow","listText":"Let the cold wind blow","text":"Let the cold wind blow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090928142","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090966793,"gmtCreate":1643068381086,"gmtModify":1676533770278,"author":{"id":"4087782990080970","authorId":"4087782990080970","name":"DC Godlike","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":0,"idStr":"4087782990080970","authorIdStr":"4087782990080970"},"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090966793","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090968727,"gmtCreate":1643068331147,"gmtModify":1676533770254,"author":{"id":"3574808684684286","authorId":"3574808684684286","name":"DirtyGreen","avatar":"https://static.tigerbbs.com/fa007b8422fe75437cf1ad74252b636a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574808684684286","authorIdStr":"3574808684684286"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090968727","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9090963249,"gmtCreate":1643068097185,"gmtModify":1676533770191,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"htmlText":"I think we can expect to see repeated cyclesleading&nbsp;up to each Fed meeting. Dip due to uncertainty and then boosted by people whoare trained to buy the dip despite that most technology stocks are still expensive","listText":"I think we can expect to see repeated cyclesleading&nbsp;up to each Fed meeting. Dip due to uncertainty and then boosted by people whoare trained to buy the dip despite that most technology stocks are still expensive","text":"I think we can expect to see repeated cyclesleading up to each Fed meeting. Dip due to uncertainty and then boosted by people whoare trained to buy the dip despite that most technology stocks are still expensive","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090963249","repostId":1135838595,"repostType":4,"repost":{"id":"1135838595","pubTimestamp":1643065482,"share":"https://ttm.financial/m/news/1135838595?lang=&edition=fundamental","pubTime":"2022-01-25 07:04","market":"us","language":"en","title":"Morgan Stanley Says ‘Winter Is Here’ for Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1135838595","media":"Bloomberg","summary":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointi","content":"<html><head></head><body><ul><li>Markets not yet priced for decelerating growth, Wilson says</li><li>Goldman Sachs strategists see disappointing earnings guidance</li></ul><p>One after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.</p><p>The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.</p><p>If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.</p><p><img src=\"https://static.tigerbbs.com/7aa12dbfcdc009690e2891daee5122ed\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”</p><p>U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.</p><p><b>Guidance Disappoints</b></p><p>Meanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&amp;P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.</p><p>Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.</p><p><img src=\"https://static.tigerbbs.com/cb942ec196a33cabf56b8bd6273fd966\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase &amp; Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Says ‘Winter Is Here’ for Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Says ‘Winter Is Here’ for Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-24/morgan-stanley-s-michael-wilson-says-winter-is-here-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135838595","content_text":"Markets not yet priced for decelerating growth, Wilson saysGoldman Sachs strategists see disappointing earnings guidanceOne after the other, stock market bears say their calls have finally been vindicated. Morgan Stanley’s Michael Wilson is the latest to claim his warnings were spot on.The strategist, who has long been a skeptic of the rally that pushed U.S. equities to successive records, said Monday that January’s rout “fits nicely” with his so-called fire and ice narrative, according to which markets were set for a drawdown amid tighter monetary policy and decelerating growth.If anything, the retreat has further to go, Wilson and his colleagues wrote in a note, borrowing again from Game of Thrones to warn that “winter is here,” with concerns about a slowing economy poised to take over from jitters over Federal Reserve policy as the main force pulling stocks lower.“We have been monitoring PMIs and earnings revisions breadth for signs the slowdown is bottoming, but it has quite a bit further to go, in our view, and equity markets are not yet priced for it,” the Morgan Stanley strategists said. “It’s too early to get bullish.”U.S. futures contracts edged lower again on Monday, after the worst week for the Nasdaq 100 index since the pandemic selloff in March 2020. Investors now have to contend with Wednesday’s Fed meeting, where officials are expected to signal that they’ll raise interest rates in March and shrink their balance sheet soon after.Guidance DisappointsMeanwhile, the earnings season so far has failed to assuage growing pessimism about the macroeconomic outlook. Goldman Sachs Group Inc. strategists said Monday that guidance for the months ahead has been “disappointing,” as only one S&P 500 company -- Micron Technology Inc. -- has both beaten earnings estimates and raised its outlook.Markets are increasingly concerned that a more hawkish shift from the Fed could hit earnings growth, Goldman strategists led by David Kostin wrote in a note. “Investors will require a catalyst in the near-term to add length, but few obvious catalysts are evident in the near-term,” they said.When it comes to places to hide amid a deteriorating backdrop, Morgan Stanley’s Wilson reiterated his recommendation for value stocks with a defensive bias. Goldman’s team favors stocks with high pricing power, while JPMorgan Chase & Co.’s Mislav Matejka said European and U.K. stocks that are less vulnerable to rising rates are “looking interesting” versus the U.S.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":280,"commentSize":32,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}