- The Fed has signaled monetary tightening in the coming quarters, which could throttle M&A and IPO activities.
- However, both Morgan Stanley and Goldman Sachs are well positioned for changing rate environments ahead.
- Both of these premium banking stocks also feature a comfortable cushion relative to the treasury rates.
- Goldman Sachs’ recent acquisitions of NN Investment Partnersand GreenSky help to further strengthen its strategic positions.
- Morgan Stanley has diversified its revenue streams such as the E*TRADE and Eaton Vance acquisitions.
For further details see:
Morgan Stanley And Goldman Sachs: Earnings Highlights And Monetary Tightening