Sunday, March 8, 2026

Morgan Stanley News

Watch these stocks as Trump's tariffs create more uncertainty

After a Supreme Court decision last week that ruled against his larger levies, tariff uncertainty has returned. Wall Street analysts expect emerging market exchange-traded fund and retailers to benefit in the end. Here are some stocks, ETFs, and sectors that could be affected by the latest twists in the?U.S.

What can oil prices tell you about the market? Not a lot: Bousso

The global oil market is experiencing a series of price spikes due to geopolitical tensions and the opaque stockpiling. Western sanctions and tightening Western sanction are also causing traders to be in the dark. Prices may not accurately reflect the physical fundamentals of commodities…

Germany's PNE has lost bid for Vietnam wind projects, in a new blow to foreign investors

The Vietnamese authorities have selected a newly-created subsidiary of the real estate conglomerate Vingroup for the development of the first phase of the country's biggest wind power project, leaving out Morgan Stanley's German renewable company PNE. PNE said that the decision was a "surprise".

Sources say China will offer LNG futures by next month.

People with knowledge of the matter said that China will offer domestically listed, yuan denominated liquefied gas (LNG), futures contracts by the end of next month. This would reduce importers' reliance on the West to hedge against price movements. A person who declined to be named as…

Oil Edges Lower as US Reaches Import Deal with Venezuela

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Oil extended declines on Wednesday as investors digested statements from President Donald Trump that the U.S. had reached a deal to import up to $2 billion worth of Venezuelan crude, a move that would lift supplies to the world's largest oil consumer.Brent crude futures were down 40 cents, or 0.7%, to trade at $60.31 a barrel by 11:05 a.m.

Demand for lithium is expected to increase due to the growing demand for energy storage.

The boom in battery storage in 2026 has increased the demand for lithium, bringing 'hopes of an accelerated turnaround in an industry that is struggling with an oversupply. Since the second half 2022, the lithium market has struggled with an?oversupply. Demand is not keeping up with the…

Wall Street's final session of the year is lower than usual, but it will end 2025 with a big annual gain

Wall Street's major indexes finished lower in the last trading session of 2025 but still racked up big gains for the year after a rollercoaster?year marked by uncertainty over President Donald Trump's trade tariffs and an euphoria surrounding AI-focused stocks. S&P 500 and Dow Jones, as well as Nasdaq, all posted double-digit increases this year.

UK stock prices set to drop by a week's end as earnings-driven losses weigh

UK stocks fell on Friday with IAG as the main drag. They were also set to record losses for a week that was packed with earnings, as well as a Bank of England rate decision. As of 1125 GMT the blue-chip FTSE 100 fell 0.8%, while midcaps lost 0.5%. IAG, the British Airways-owned company that owns travel and leisure stocks, fell 8.4%.

Sponsored: Policy, AI, and Capital Take Center Stage at ADIPEC 2025

(Credit: ADIPEC)

ADIPEC 2025 kicks off in Abu Dhabi with a powerful message from Dr. Sultan Al Jaber for a balanced and inclusive approach to meeting energy demand, built on reinforcement, not replacement. Opening addresses and high-level sessions featuring CEOs and ministers spotlighted the importance of embracing all energy sources…

The major Gulf exchanges are tracking Asian shares lower due to valuation fears

The Gulf's major stock markets fell on Wednesday morning, following the Asian share market lower after a tech-led selloff overnight on Wall Street brought the focus on stretched valuations. The stock market is retreating after reaching record highs, amid fears that equity markets have become stretched.

Mozambique bonds rise after TotalEnergies lifts force majeure on LNG project

JOHANNESBURG - Mozambique’s only euro bond rose on Monday, after TotalEnergies lifted the force majeure for its multi-billion dollar liquefied gas project. This will allow construction to resume, following long delays. Dollar bonds maturing 2031 rose over 2 cents. Bids were at 89.38cents per dollar as of 1112 GMT.

Increasing US LNG Exports to Catalyze Shale Production Growth

© Adobe Stock/AA+W

U.S. liquefied natural gas exports will soar by roughly 10% a year through 2030 as energy firms double their LNG production capacity, according to analysts, providing a shot in the arm to the country's maturing shale industry which has seen growth slow and costs rise.The U.S. is the world's largest oil and natural gas producer…

The markets bet Beijing will take action against China's overcapacity

This month, commodity prices have risen from steel to polysilicon as Chinese investors bet that Beijing will finally address overcapacity in the second largest economy of the world. The prices of nine industrial commodities, including coal, steel and polysilicon (a building block used in solar panels)…

Insurance marketplace Accelerant and its backers raise $724 Million in US IPO

The specialty insurance market announced on Wednesday that Accelerant, along with some of its existing investors, raised $723.69 in an initial public offer (IPO) in America. The company sold 34.46 millions shares at $21 per share, along with investors including Todd Boehly’s Eldridge and Altamont Capital.

Japan returns to long term LNG deals on AI boom and national energy plan

The liquefied gas industry in Japan is once again in the spotlight, as artificial intelligence booms and rising costs of cleaner energy drive the appetite for long-term LNG contracts. Japan, which is the second largest LNG importer in the world, has secured long-term deals with Qatar, and other buyers are also securing such agreements.

Abu Dhabi's ADNOC will raise $1.5 billion through Islamic bonds

A document seen on Monday revealed that Abu Dhabi's state-owned oil company ADNOC would raise $1.5 billion through the first sale of Islamic bonds or sukuk. The document stated that Abu Dhabi National Oil Company, acting through ADNOC Murban its primary debt capital market entity, sells the sukuk for 60 basis points more than U.S. Treasuries.

Stocks of tech and bank companies plummet as China's retaliation fuels fears of a wider trade war

U.S. tech giants, banks, and oil majors all fell on Friday, after China responded to Trump's new tariffs by imposing steep duties. This heightened fears of an economic recession around the world. China has imposed additional duties of 34 percent on U.S. products, which will take effect on April 10.

Trump tariffs stymie M&As and IPOs during what was expected to be a record-breaking quarter

The global trade war started by U.S. president Donald Trump, and the subsequent market turmoil, has shattered bankers' expectations for a strong start to Wall Street deals in 2018. Dealogic data for the first quarter showed that mergers and purchases volume increased 12.6% from the year-ago period to $984.38 Billion.

M&A revenues fall as Trump pursues his tariffs. Global deal activity is disappointing

The global trade war started by U.S. president Donald Trump, and the subsequent market turmoil, has shattered bankers' expectations for a strong start to Wall Street deals in 2018. Dealogic data for the first quarter showed that mergers and purchases volume increased 12.6% from the year-ago period to $984.38 Billion.

Partners Group buys California energy assets worth $2.2 billion

The companies announced on Tuesday that Swiss private equity firm Partners Group would purchase an energy asset-management platform in California and certain gas-fired electricity plants from U.S. based Avenue Capital Group, for $2.2 billion. The U.S. In 2025 and 2026, the demand for…