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Why the ‘HALO’ trade boosting hard assets is no fluke, according to Morgan Stanley
Market Intelligence Analysis
AI-Powered
Why This Matters
Morgan Stanley believes the 'HALO' trade, which favors hard assets, is not a temporary trend and expects it to continue through the year, indicating a positive outlook for non-digital sectors.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
The boost for non-digital sectors should last through the year, says Morgan Stanley’s Wilson
Original article published by
MarketWatch
on February 17, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.