Morgan Stanley features Regeneron, Cummins, and Salesforce among Top 25 Overweight & Quality Stocks after Fed rate cut; focuses on labor market, large vs. small-cap stocks, and government investments.
Regeneron Pharmaceuticals, Cummins Inc., and Salesforce are featured in Morgan Stanley's Top 25 Overweight & Quality Stocks following the Federal Reserve's interest rate cut, which shifted attention to third-quarter earnings. The bank emphasizes key themes like the labor market and the divergence between large and small-cap stocks. Government investments from the Inflation Reduction Act, Bipartisan Infrastructure Law, and CHIPS Act are expected to bolster U.S. manufacturing and support economic growth.
October 06, 2024
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