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The USDA's Corn Crop Forecasts Are Almost Always Too Optimistic
Morgan Stanley agriculture analyst Bennett Meier hammers the USDA's 2013 corn crop outlook today, saying the agency's late-winter corn call is almost always wrong.Given asymmetric yield risk, USDA’s...
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China's New Highways Are Sending Tons Of People To Macau (GLXZ, LVS)
Morgan Stanley's Praveen K. Choudhary just got back from Macau, and he likes what he sees, especially in "mass" revenue growth (as opposed to higher-roller, VIP-type revenue)....mass revenue has been...
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REPORT: Morgan Stanley Is About To Make A Big Job Offer To One Of CNBC's Hosts
Fox Business senior correspondent Charlie Gasparino reports that CNBC's Gary Kaminsky is in talks with Morgan Stanley to be the vice chairman of its brokerage unit, according to sources familiar....
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MORGAN STANLEY: A Farmer We Spoke To Had Bad News About Corn Supplies
America's 2012 corn growing season was about as bad as it gets thanks to record droughts.However, it was known that we wouldn't even know the full extent of the damage until harvest time and...
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MORGAN STANLEY: Here's What 15 Major Commodities Will Do For The Next Two Years
Morgan Stanley has recently called for the return of the U.S. dollar.In his new report to clients, Morgan Stanley's Adam Longson updates the firm's global commodities projections with this in mind.As...
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Europe: 0 Days Without A Banking Accident
Morgan Stanley credit strategist Andrew Sheets -- in addition to being a brilliant analyst -- also makes great market comics.Here's a gem from his latest note.Please follow Clusterstock on Twitter and...
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Morgan Stanley Shares Fall After Earnings Report (MS)
Investment banking giant Morgan Stanley has announced its Q1 financial results, and the report is noisy.Earnings after adjustments came in at $0.61 per share.Analysts were looking for a bottom line...
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Morgan Stanley's Trading Revenue Completely Cratered This Quarter
Morgan Stanley's first-quarter earnings show that not much has been done to heal the weakness in its fixed-income department. Revenue from trading bonds, commodities, and currencies fell 42 percent to...
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One Huge Reason Why The 'Manufacturing Renaissance' Won't Boost The Economy
Morgan Stanley just published a massive report entitled "U.S. Manufacturing Renaissance: Is It A Masterpiece Or A (Head) Fake?"There's a lot in this collaborative piece, and we've covered some of their...
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MORGAN STANLEY DECLARES: Tesla Is America's 4th Automaker (TSLA)
Tesla reported its first quarterly profit last week and has had a stellar run since. Consumer Reports gave it a 99/100 — the highest rating on record.Last night, Morgan Stanley's Adam Jonas wrote that...
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Dan Loeb Sold Some Yahoo Stock
Billionaire hedge funder Daniel Loeb, who runs Third Point LLC, has filed his fund's 13F for the quarter ended March 31st. According to the securities filing, Loeb has completely exited his stakes in...
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Morgan Stanley Is Essentially Giving Up On A Business Wall Street Used To Love
We've heard the stories from the old timers (B.C. — Before Crisis). Back in the day trading bonds, currencies and commodities used to make money for Wall Street hand over fist.That was then, and this...
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Morgan Stanley CEO James Gorman's Daughter Drops An Album
This seems to be a popular trend amongst Wall Street's offspring...Morgan Stanley CEO James Gorman's 17-year-old daughter Caroline is a also singer, DealBook's Susanne Craig reports. She's a member of...
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MORGAN STANLEY: A 'Culture Shock' Is Coming For Oil Drillers
What happens to oil drillers when there's too much supply and not enough demand?Answer: "culture shock."In a new note, a Morgan Stanley led by Ole Slorer says exploration and production spending is...
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MORGAN STANLEY: Here Are Our Interest Rate Forecasts For 7 'Taper' Scenarios
Everyone is now waiting for "the taper" to attack.This is what the Federal Reserve is calling the moment it begins winding down the large-scale asset purchases it's been using to keep interest rates...
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39-Year-Old Ex-Wife Of An 83-Year-Old Former Banker Is On Food Stamps And...
The 39-year-old ex-wife of an 83-year-old former Morgan Stanley vice president is now on welfare and she thinks that her ex-husband is hiding his millions, the New York Post's Julia Marsh reports....
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AFTER THE SELL-OFF: Morgan Stanley Predicts What's Next For 13 Major Commodities
Commodities have taken a beating this year with China slowing and the dollar rising. The CRB Commodity Index is down 5.7% since the beginning of the year.But what's next for all of these...
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The Fed-Triggered 'Mid-Cycle Correction' Has More Room To Run
Morgan Stanley's Neil McLeish and Jason Draho write that the Fed's tapering talk has triggered a "mid-cycle correction" that's in an advanced stage, but probably not over.What's a mid-cycle...
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When You Get Right Down To It, Bank Earnings Still Kind Of Stunk
Sizing up the competition is Wall Street's all-time favorite parlor game — especially during earnings season.Now that Q2 results have rolled in, the wait is over.Big banks posted big numbers last...
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In One Chart, Here's Why Investors Should Invest In China-Exposed Stocks
As China deals with a decelerating economy, U.S. investors are jittery over American companies with high exposure in the emerging market.The recent consensus has been to steer clear of China. At a...
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