explicit
explicit
implicit
inferred
implicit
Bitcoin down
Morgan Stanley
8.4
Investment Bank $1600.00B
Jim Caron 9.0
Investment Bank $1600.00B
Jim Caron 9.0
11/14/2025 8:08:25 PM
ndx
I think this is a buying opportunity. I don't think this is a change in trend
Expects 2026 GDP growth and productivity gains from tech investment to support earnings
| 11/7/2025 11:22:11 PM | short term up | 7 days later | -3.17% | -3.17% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -2.35% | +1.17% |
| 11/3/2025 5:11:21 PM | medium term up | 20 days later | -2.21% | -2.21% |
| 10/31/2025 9:47:56 PM | short term up | 7 days later | -1.39% | -1.39% |
| 10/31/2025 3:02:13 PM | medium term cautious up | 21 days later | -4.23% | -2.12% |
| 10/21/2025 3:40:54 PM | medium term up | 20 days later | +2.63% | +2.63% |
| 10/14/2025 9:08:43 PM | medium term up | 20 days later | +2.79% | +2.79% |
| 10/2/2025 9:07:28 AM | medium term up | 20 days later | +1.26% | +1.26% |
| 9/23/2025 3:45:06 PM | medium term up | 20 days later | +0.31% | +0.31% |
| 9/22/2025 11:26:50 PM | short term cautious up | 6 days later | +0.13% | +0.06% |
| 9/8/2025 9:33:32 PM | short term up | 6 days later | +1.90% | +1.90% |
| 9/4/2025 5:07:54 PM | medium term up | 20 days later | +3.15% | +3.15% |
| 9/4/2025 9:41:48 AM | medium term cautious down | 20 days later | +3.15% | -1.57% |
| 8/18/2025 11:36:07 PM | medium term up | 20 days later | +1.61% | +1.61% |
| 8/7/2025 5:16:29 PM | medium term up | 20 days later | +0.39% | +0.39% |
| 8/5/2025 10:59:28 PM | medium term up | 20 days later | +0.90% | +0.90% |
yields
I expect them to cut 25 basis points
Based on Phillips curve framework showing rising unemployment and falling wage inflation
| 11/12/2025 1:48:25 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -3.73% | +1.86% |
| 11/3/2025 5:11:21 PM | medium term cautious down | 20 days later | -1.25% | +0.62% |
| 10/21/2025 3:40:54 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
| 9/24/2025 2:05:49 AM | short term cautious down | 5 days later | -0.58% | +0.29% |
| 9/17/2025 8:50:18 PM | medium term cautious down | 20 days later | +0.61% | -0.30% |
| 9/8/2025 7:17:58 PM | short term cautious down | 6 days later | -0.98% | +0.49% |
| 9/4/2025 5:07:54 PM | medium term cautious down | 20 days later | +2.10% | -1.05% |
| 8/12/2025 6:27:35 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/5/2025 10:59:28 PM | medium term down | 20 days later | +0.90% | -0.90% |
| 8/5/2025 2:12:54 PM | short term cautious down | 5 days later | +1.26% | -0.63% |
