Word on the Street
MS on crypto allocation, BNP on AI + clean energy, and UBS share macro views.
Time for a rundown of what’s been going on between the desks this week. While Trump’s renewed antics with China and the start of corporate earnings took most of the headlines, some notable macro shifts flew under the radar.
The renewed volatility in crypto, amidst increasing adoption, saw Morgan Stanley put out their view on how it should fit into a model portfolio. AI has got BNP thinking about how it fits in a sustainable, clean energy world, with UBS providing an update from frequently asked questions in a high-level macro overview.
Let’s start off with MS’s crypto piece…
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