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



BCS Forecast + Options Trading Strategies   BCS  Barclays (0.97)


VOO Forecast + Options Trading Strategies   VOO  Vanguard S&P 500 (0.96)


JPM Forecast + Options Trading Strategies   JPM  JPMorgan Chase (0.95)


SSO Forecast + Options Trading Strategies   SSO  ProShares Ultra S&P500 (0.95)


AGX Forecast + Options Trading Strategies   AGX  Argan (0.94)



Uncorrelated Assets

Assets with little price relationship to MS



ASAN Forecast + Options Trading Strategies   ASAN  Asana (0.0)


SKYT Forecast + Options Trading Strategies   SKYT  SkyWater Technology (-0.01)


BB Forecast + Options Trading Strategies   BB  BlackBerry (-0.02)


AZN Forecast + Options Trading Strategies   AZN  Astrazeneca (-0.02)


LEN Forecast + Options Trading Strategies   LEN  Lennar (0.02)



Anticorrelated Assets

Assets that tend to move strongly against MS



LEA Forecast + Options Trading Strategies   LEA  Lear (-0.86)


APLS Forecast + Options Trading Strategies   APLS  Apellis Pharmaceuticals (-0.87)


EL Forecast + Options Trading Strategies   EL  Estee Lauder Cos. (-0.87)


COTY Forecast + Options Trading Strategies   COTY  Coty (-0.88)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.95)









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