Morgan Stanley: Fiscal Stimulus Will Have Temporary Impact
Morgan Stanley believes the boost from the infrastructure spending bill and defense spending could be short-term.
The most important factor investors should watch in the present scenario is earnings growth.
On Tuesday, April 17, 2018, leading investment firm Morgan Stanley (MS) shared its views on the bull market.
Billionaire investor Ray Dalio believes that the present economic condition in the US is similar to conditions in the mid-to-late 1930s.
Ray Dalio recently shared his views on the current trade war talk and the rising concern about other geopolitical tensions.
Goldman Sachs (GS) also included CVS Health (CVS) in its domestic stock pick list.
Verizon plays a significant role in the US telecommunication industry, specifically in wireless services.
Donald Trump’s recent imposition of import tariffs signals a protectionist approach. In such an environment, stocks with higher domestic sales may benefit.
On April 4, 2018, Goldman Sachs (GS) shared its views on investing in the current environment and thoughts on a potential global trade war.
Recent talk going on in the market is that too much cash going into ETFs could lead to a big market crash.