Big Banks Will Get Bigger Under Trump In 2025: Analyst
Morgan Stanley analyst Betsey Graseck is Overweight on big banks following Donald Trump‘s win and the Republican sweep of the 2024 election.
Expert Ideas: On Monday, Graseck listed three main factors for Morgan Stanley’s positive outlook on large-cap banks heading into 2025. She sees capital markets rebounding, the end of quantitative tightening and a stabilizing regulatory environment as beneficial to the industry.
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“We’re really looking for stabilization in large cap bank regulation, and that’s a positive, because elimination of a negative is a good thing,” Graseck told CNBC’s Squawk Box on Wednesday.
Upgrades: Morgan Stanley upgraded all of the trust banks within its coverage and pointed to the end of quantitative tightening as …
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