BI Prime, BI Select, Recession, Yield Curve, Equities, Bonds, Lisa Shalett, Morgan Stanley, Earnings, earnings recession, soft landing, Goldilocks,

The stock and bond markets show completely differing views on the US economy — and Morgan Stanley warns it’s the stock investors that may be in for a shock

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REUTERS/Brendan McDermid Bond investors are bearish, while equity investors are bullish. Morgan Stanley says "equity investors will be the ones that are disappointed." Morgan Stanley’s Lisa Shalett says near record highs in stocks are masking potentially negative fundamentals.  The "overshoot" in first-quarter GDP "augurs for a more meaningful deceleration," she said. Bond investors — via […]

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