MS moves closer to a federally supervised digital-asset trust after winning conditional OCC approval, advancing its long-term crypto custody strategy.
The Federal Reserve's recent hawkish pivot has had the effect of materially prolonging the pause in gold's structural price rally, and in the near term, the base metals may offer the most attractive investment opportunities, according to Gregory Shearer, head of Base and Precious Metals Strategy at J.P. Morgan.In a recent interview, Shearer was first asked how he expects oil markets to react to a full reopening of the Strait of Hormuz.
Morgan Stanley obtained preliminary conditional approval from the Office of the Comptroller of the Currency (OCC) to charter a de novo national trust bank called Morgan Stanley Digital Trust, National Association (MSDTNA).
Back on December 27, 2025, we wrote about J.P. Morgan's three overweight picks for 2026 with the highest implied upside: Bright Horizons Family Solutions (NYSE: BFAM | BFAM Price Prediction), Celsius (NASDAQ: CELH), and GE Vernova (NYSE: GEV).
The Strait of Hormuz is reopening faster than expected, oil analysts at Morgan Stanley said as they cut their oil-price view for this year and next.
JP Morgan has raised its price target on Rolls-Royce Holdings PLC (LSE:RR.) to 1,625p from 1,500p, pointing to a brighter outlook for the engineering group's Power Systems arm.
KMI's growth story is driven by rising LNG exports and U.S. power demand, backed by a $10.1B project backlog focused on natural gas infrastructure.
JP Morgan has initiated coverage of Domino's Pizza Group PLC (LSE:DOM), the UK master franchise holder for the pizza delivery brand, with an underweight rating and a price target of 145p. The target, set for December 2027, implies downside of about 25% from current levels.
Flowco Holdings Inc. (FLOC) Presents at J.P. Morgan Natural Resources Conference 2026 Transcript
Kinder Morgan remains a "Buy," driven by upside potential in the stock price rather than its dividend yield. KMI's Q1 revenues rose 13.8%, and adjusted EBITDA grew 18%, supported by higher commodity sales and expansion projects. 65% of KMI's cash flow is secured by take-or-pay contracts, providing predictable income amid rising energy demand from AI and data centers.
USA Rare Earth, Inc. (USAR) Presents at J.P. Morgan Natural Resources Conference 2026 Transcript
Without a meaningful rebound in ETF inflows, gold will have trouble achieving the bullish target of $5,200 per ounce in the second half of 2026, according to commodity strategists at Morgan Stanley.“While central bank gold buying may resume regardless, ETF flows are more sensitive to changes in rate expectations,” analysts Amy Gower and Martijn Rats wrote in a Monday research note.