HALISTER1: Bond Year of the Bull Has Further to Run, Morgan Stanley Says

Bond Year of the Bull Has Further to Run, Morgan Stanley Says

(Bloomberg) -- Investors should favor longer-term bonds in U.S., Japan, Germany and U.K. over next few months, Morgan Stanley says.
  • Year of bull for rates markets is set to continue with support from politics, productivity and policy, Morgan Stanley says
  • Morgan Stanley economists see a 40% chance of global recession over next 12 months
  • Morgan Stanley says forecasts assume investors will price in lower Fed rates and new quantitative easing program
  • After range-trading through 3Q16, U.S. 10-year yields will end 2016 at 1.25% on their way to historic low 1% in 1Q17, Morgan Stanley says
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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UUID: 7947283

HALISTER: Viacom CEO Dauman Reserves Right to Resign With His Payout

Viacom CEO Dauman Reserves Right to Resign With His Payout

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
VIAB US (Viacom Inc)
2341170Z US (National Amusements Inc)

People
Philippe Dauman (Viacom Inc)
Thomas Dooley (Viacom Inc)

Topics
Management Changes
Who's News - People

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UUID: 7947283

HALISTER: Flipkart Brought Online Shopping to India. Then Amazon Showed Up

Flipkart Brought Online Shopping to India. Then Amazon Showed Up

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
AMZN US (Amazon.com Inc)
BABA US (Alibaba Group Holding Ltd)
AAPL US (Apple Inc)
PYPL US (PayPal Holdings Inc)

People
Amit Agarwal (Amazon.com Inc)
Binny Bansal (Flipkart Online Services Pvt Ltd)
Jeffrey Bezos (Amazon.com Inc)
Punit Soni (Flipkart Online Services Pvt Ltd)
Sachin Bansal (Flipkart Online Services Pvt Ltd)

Topics
CEO Interviews
Cricket - Test Matches
Cricket

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UUID: 7947283

HALISTER: Deutsche Bank Said to Add UBS’s Hammerman for Health-Care Deals

Deutsche Bank Said to Add UBS’s Hammerman for Health-Care Deals

Alert: HALISTER
Source: BN (Bloomberg News)

Tickers
DBK GR (Deutsche Bank AG)
UBSG VX (UBS Group AG)

People
Jamie Heath (Ernst & Young International Ltd)
Michael Cohen (Deutsche Bank Securities Inc)
Ross Hammerman (Citigroup Inc)
Troy Gravitt (Deutsche Bank AG)

Topics
Who's News - People

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UUID: 7947283

HALISTER: Yahoo 2Q Rev. Ex-TAC., Adj. Ebitda Beat Estimates

Yahoo 2Q Rev. Ex-TAC., Adj. Ebitda Beat Estimates

(Bloomberg) -- Yahoo 2Q rev. ex-TAC $841.2.m vs est. $839.6m
  • 2Q adj. Ebitda $172.4m vs est. $149.1m
  • 2Q adj EPS 9c, est. 10c
  • Had 2Q non-cash intangibles impairment of $87m on Tumblr
  • 2Q paid clicks fell 24% y/y, cost per click increased 8% y/y
  • YHOO down 0.4% post-mkt on 168k shares
  • Call 5:30pm, webcast here
  • Preview here
Statement: link
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
YHOO US (Yahoo! Inc)

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UUID: 7947283