KMI Q1 earnings suffer due to a planned facility turnaround and higher operating costs, partly offset by gains in Natural Gas Pipelines, CO2 and Terminals segments.
Citing current market conditions, Morgan Stanley NYSE: MS analysts have upgraded three financial stocks, specifically within the hedging and trading services industry: Cboe Global Markets NASDAQ: CBOE, CME Group NASDAQ: CME, and MarketAxess NASDAQ: MKTX.
- Brent seen at $66 next year as US shale set to pull back and OPEC+ faces tough choices JP Morgan has cut its oil price forecasts sharply, warning that a mix of aggressive trade policy and shifting signals from OPEC+ have blown apart previous assumptions about supply and demand dynamics. Brent crude, which hit the bank's 2025 target eight months ahead of schedule, is now expected to average $66 a barrel next year — down from the earlier $73 estimate.
Trade tensions and weak energy demand might have hurt KMI's Q1 performance, dragging pipeline volumes and putting pressure on project timelines and operating margins.
Morgan Stanley's unique fee-based revenue model makes it resilient to volatile interest rates, positioning it well for future growth, especially in a falling interest rate environment. The bank's focus on private market investments is a game-changing growth catalyst, with private markets poised to significantly outpace public markets in the coming years. Q1 results were strong, with a GAAP EPS of $2.60, beating estimates by 18.7%, and 17% year-over-year topline growth, highlighting the bank's resilience.
Morgan Stanley posted strong 1Q earnings on Friday, boosted by its equities trading business. Earnings also reflected the sale of loans tied to Elon Musk's purchase of X.
MS' first-quarter 2025 earnings beat estimates courtesy of strong IB and NII. Higher provisions and expenses, however, play spoilsports.
Morgan Stanley (MS) posted better-than-expected first-quarter results on the back of record stock-trading revenue amid volatile markets.
Morgan Stanley (NYSE:MS) delivered strong financial results for the first quarter, including record revenue of $17.7 billion. This marked a 17% year-over-year jump, driven by a 45% surge in equity trading and robust performance in wealth management.
The bank's profit increased to $4.32 billion in the first three months of the year, or $2.60 per share, surpassing the $2.18 per share analysts expected.
Morgan Stanley reports first-quarter earnings before the bell Friday. Wall Street expects earnings per share of $2.20 and revenue of $16.58 billion, according to LSEG.
Morgan Stanley Direct Lending's investment yields and net investment income margin pressures continue, and I do not think they are likely to reverse the trend soon. MSDL's existing investments portfolio has limited exposure to tariff-sensitive sectors. But an intensifying trade war is increasing the chances of a global recession that may curb new investment activity. On the plus side, the chances of a rate cut have increased, and this can lower debt costs and help increase deal activity.