Markets · 1 sources covering this

Morgan Stanley's Weaver Sees Continued AI-Driven Equity Momentum

Michelle Weaver of Morgan Stanley discusses the outlook for equities, emphasizing the strong demand for technology driven by AI developments. The 10-year Treasury yield level around 4.5% is seen as critical for equity valuations, with yields above this level potentially weighing on equities. While some inflationary pressures, such as gasoline prices, are causing concern, Weaver views these as relatively narrow and partly linked to geopolitical factors like the Strait of Hormuz tensions, which t…

Share:X WhatsApp Reddit Facebook LinkedIn Open ↗

Coverage spectrum

1 L · 0 C · 0 R

How 1 sources are covering this

BloombergLean L·1h ago
Morgan Stanley's Weaver Sees Continued AI-Driven Equity Momentum
Michelle Weaver of Morgan Stanley discusses the outlook for equities, emphasizing the strong demand for technology driven by AI developments. The 10-year Treasury yield level around 4.5% is seen as critical for equity valuations, with yields above this level potentially weighing on equities. While some inflationary pressures, such as gasoline prices, are causing concern, Weaver views these as relatively narrow and partly linked to geopolitical factors like the Strait of Hormuz tensions, which t…
Read at Bloomberg →

Embed this bias spectrum on your site

Paste this iframe wherever you'd like the widget to appear. Resizes responsively; no JS required.

<iframe
  src="https://statesidedaily.com/embed/cluster/7f86d599ab4f46abfd4576fbc330096549f2f19a"
  width="100%" height="320"
  style="border:0;max-width:680px"
  loading="lazy"
  title="Morgan Stanley's Weaver Sees Continued AI-Driven Equity Momentum"></iframe>

Morgan Stanley's Weaver Sees Continued AI-Driven Equity Momentum

How 1 sources are covering this