- Analysts remain divided: 19 "Buy" ratings vs. Morgan Stanley's bearish $92 price target (17% downside from current price). - Sector faces triple risks: China slowdown, geopolitical trade barriers, and valuation divergence amid AI-driven overcapacity. Morgan Research expects the S&P 500 to close near 6,000 by year-end, supported by double-digit earnings growth. EM growth is forecast to slow to a 2. 4% annualized rate in the second half of 2025, and EM central banks will likely continue cutting rates despite the Fed staying on hold. In light. The Morgan Stanley Institute delivers integrated insights on the defining questions for financial decision makers. JP Morgan's Marko Kolanovic lost his job earlier this year as the head of the investment bank's equity strategy team, following two years of bad calls. The move follows a disastrous two-year stretch of stock-market predictions by. J.
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