Morgan Stanley suggests that recent stock market movements indicate investors are pricing in a 'no landing' economic scenario, anticipating high growth and persistent inflation. The firm's lead author, Adam Jonas, predicts SpaceX's revenue to increase from $3.4B to $23B with $12B EBITDA by 2027.
Morgan Stanley published on @SpaceX today, attempting to position itself for what I suspect will be a very lucrative '25 IPO. Unsurprisingly, the lead author is $TSLA pimp, Adam Jonas. Jonas expects it to ramp from $3.4B in revenue last year to $23B & $12B of EBITDA in 2027. https://t.co/xWzGUvGz2X
The stock market sees a 'no landing' scenario of high growth and sticky inflation ahead, Morgan Stanley says https://t.co/xZ4bnh8r6B
Stock moves suggest belief in 'no landing' economy, Morgan Stanley says https://t.co/A2qhX2i3Ok https://t.co/507W8hDjMx
Stock moves suggest belief in ‘no landing’ economy, Morgan Stanley says https://t.co/XYU14PkHGG
Morgan Stanley says stocks are pricing in a 'no landing' scenario. How to play it https://t.co/Uh4rN04fp1
⚠️ STOCK MOVES SUGGEST BELIEF IN 'NO LANDING' ECONOMY, MORGAN STANLEY SAYS Full Story → https://t.co/9EqXVSzMxp Recent action in the U.S. stock market suggests investors are beginning to price in a "no landing" economic scenario that involves an expected pickup in growth,… https://t.co/Lo2RBaDfp2
MORGAN STANLEY: STOCK MOVES SUGGEST BELIEF IN 'NO LANDING' ECONOMY