Morgan Stanley Reworks Fed Forecast; Novo Nordisk’s Wegovy Faces Potential Rivals

Morgan Stanley Reworks Fed Forecast; Novo Nordisk’s Wegovy Faces Potential Rivals

Morgan Stanley Reworks Fed Forecast, Capitalizing on Powell’s Testimony

In a strategic move, Morgan Stanley’s Chief US economists have recalibrated their Fed forecast, seizing upon Chair Powell’s recent remarks during congressional testimony.

The investment firm’s updated projection now includes a 25-basis-point rate hike, envisioning the Fed funds rate reaching 5.375% by the close of 2023 and 4.375% by the conclusion of 2024. Morgan Stanley maintains its belief in a smooth landing strategy, anticipating any potential rate cuts to be postponed until the following year.

“We now think the Fed will hike in July- our data forecasts have not changed, but our perception of the Fed’s reaction function now points to a significantly lower bar to hike. In other words, we would need very weak data prints to convince the FOMC that its forecasts are wrong by the July meeting,” they added.


Walgreens, Lordstown fell premarket; Delta Air Lines, Snowflake rise

Investing.com?— Stocks in focus in?premarket?trade on Tuesday, June 27th.

  • Lordstown Motors?(NASDAQ:RIDE) stock slumped 64% after the U.S. electric truck manufacturer filed for bankruptcy protection while simultaneously announcing legal action against Taiwanese company?Foxconn?(TW:2354) over its alleged failure to invest up to $170 million.
  • Walgreens Boots Alliance?(NASDAQ:WBA) stock fell 7.3% after the pharmacy store chain slashed its earnings guidance due to lower consumer spending as well as a drop in COVID care demand.
  • Manchester United?(NYSE:MANU) stock rose 0.7% after the English Premier League raised its forecasts for revenue and profit for the year, betting on strong commercial and matchday revenue.
  • Delta Air Lines?(NYSE:DAL) stock rose 0.9% after the carrier said it expects full-year profit per share at the high-end of its prior forecast on sustained travel demand..
  • Antero Resources?(NYSE:AR) stock fell 1.58% after JPMorgan downgraded its stance on the energy company to ‘neutral’ from ‘overweight’, noting the company remains nearly unhedged in 2023 onwards on natural gas and liquids.
  • Kellogg?(NYSE:K) stock rose about 2.5% after Goldman Sachs upgraded the cereal breakfast foods company to ‘buy’ from ‘neutral’, noting the stock is mispriced for the growth potential it offers investors.
  • Snowflake?(NYSE:SNOW) stock rose 2.8% after the cloud data analytics company announced partnership with?Nvidia?(NASDAQ:NVDA) to allow customers to build AI models using their own data.
  • Alphabet?(NASDAQ:GOOGL) stock fell 0.8% after Bernstein downgraded the?Google parent?to ‘market perform’ from ‘outperform’, citing a +40% year-to-date rally, which as a result means “it’s time to move to the sidelines.”
  • Circor?(NYSE:CIR) stock rose 7.3% after the industrial machinery maker said it has accepted investment firm KKR’s revised offer to buy it for $1.7 billion, including debt.


Weight Loss Drug Market Awaits a Boost: Novo Nordisk’s Wegovy Faces Potential Rivals

Expectations are soaring in the weight loss drug industry as new data reveals promising contenders that could rival Novo Nordisk’s Wegovy, leading to increased competition and potentially lower prices in the estimated $100 billion marketplace.

Doctors and pharmaceutical executives are witnessing a surge of innovation, with drugmakers investing in research for pill-based formulations, enhanced weight loss capabilities, and innovative fat-reducing drugs that preserve muscle mass. The American Diabetes Association’s Chief Science Officer, Dr. Robert Gabbay, lauds this wave of progress, anticipating improved accessibility and market competition with the introduction of multiple treatments.


Stock Analysis

First Bank: Dominating the Financial Scene with Stellar Performance and $2.5 Billion in Assets!

Meet First Bank (Nasdaq: FRBA), the financial superstar that’s got all your banking needs covered! With branches sprinkled across Pennsylvania and New Jersey, they’re the convenience kings of the region. And hold onto your wallets, because First Bank is no financial lightweight – boasting a jaw-dropping $2.5 billion in assets, they’ve got the financial muscle to make heads turn.

But wait, there’s more! Let’s compare First Bank to its rivals, Southern States Bancshares, Inc. (Nasdaq: SSBK) and Shore Bancshares, Inc. (Nasdaq: SHBI). First Bank shines brighter than a diamond with its stellar price-to-earnings ratio, profit margin, and net income. They even outperformed Southern States Bancshares in the revenue and yield game. Oh, and don’t forget about their sizzling earnings per share and return on equity, leaving Shore Bancshares in the dust. If you’re an investor on the prowl, First Bank is the roaring contender that’s ready to pounce on your attention!


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