Morgan Stanley strategists say strong U.S. corporate earnings, led by a buoyant tech sector, are outweighing concerns that the Middle East conflict could pressure stocks. The note points to resilient earnings momentum as a near-term offset to geopolitical risk. Market impact is limited but supportive for equities, especially large-cap tech.
Morgan Stanley strategists say strong U.S. corporate earnings, led by a buoyant tech sector, are outweighing concerns that the Middle East conflict could pressure stocks. The note points to resilient earnings momentum as a near-term offset to geopolitical risk. Market impact is limited but supportive for equities, especially large-cap tech.
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mildly positive
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