MS Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: MS’s strategic growth via wealth management and strong acquisitions suggests ongoing positive momentum.




Bearish Case: High implied volatility and regulatory risks may curb expectations, causing potential downturns.




Potential Outcomes: 60%: Continued growth in wealth management; 30%: Regulatory fines impact earnings; 10%: Market turbulence affects performance.




Trading Oracle: Implement a bullish debit spread, targeting MS 125C/130C expiring in 60 days. Benefit from expected volatility decline and capitalize on projected growth in wealth management. This strategy offers high reward-to-risk with low downside, exploiting current market conditions and AI forecast trends.



January 14, 2025


Morgan Stanley Forecast

MS        Morgan Stanley











Correlated Assets

Assets that tend to move strongly with MS



MLI Forecast + Options Trading Strategies   MLI  Mueller Industries (0.94)


MFC Forecast + Options Trading Strategies   MFC  Manulife Financial (0.94)


GLNG Forecast + Options Trading Strategies   GLNG  Golar Lng (0.94)


VOO Forecast + Options Trading Strategies   VOO  Vanguard S&P 500 (0.94)


AGX Forecast + Options Trading Strategies   AGX  Argan (0.93)



Uncorrelated Assets

Assets with little price relationship to MS



UWMC Forecast + Options Trading Strategies   UWMC  UWM Holdings Corporation (-0.0)


URBN Forecast + Options Trading Strategies   URBN  Urban Outfitters (-0.03)


FANG Forecast + Options Trading Strategies   FANG  Diamondback Energy (0.03)


OGN Forecast + Options Trading Strategies   OGN  Organon (-0.04)


SHIP Forecast + Options Trading Strategies   SHIP  Seanergy Maritime (0.04)



Anticorrelated Assets

Assets that tend to move strongly against MS



EL Forecast + Options Trading Strategies   EL  Estee Lauder Cos. (-0.84)


LEA Forecast + Options Trading Strategies   LEA  Lear (-0.84)


XRX Forecast + Options Trading Strategies   XRX  Xerox (-0.85)


APLS Forecast + Options Trading Strategies   APLS  Apellis Pharmaceuticals (-0.89)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.93)









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