Goldman, Morgan Stanley Sweeten Healthcare Firm’s Debt Deal

Morgan Stanley has revised its forecast for a Federal Reserve interest rate cut in December, now predicting a reduction of 25 basis points, a shift from its previous expectations. This change follows the release of strong jobs data, prompting the firm to reassess its earlier stance on monetary policy.

BioAge Labs has received an upgraded stock rating from Morgan Stanley, driven by promising data related to its BGE-102 product. This upgrade reflects confidence in the company's potential to advance its innovative therapies in the biotechnology sector.

Morgan Stanley has lowered its stock price target for Torrid to $1.01, citing ongoing product issues that have negatively impacted the company's performance. This adjustment reflects a broader concern regarding Torrid's ability to navigate challenges in the retail market, particularly in light of a recent sales decline reported in its Q3 2025 earnings call.

Morgan Stanley has indicated that there is potential for further increases in natural gas prices, reflecting a positive outlook for the commodity in the current market environment. This assessment comes amid various economic factors influencing energy markets.

Morgan Stanley has observed an increase in short positions on the Japanese yen, driven by expectations surrounding the fiscal policies of Minister Sanae Takaichi. This trend reflects market sentiment as investors react to anticipated changes in Japan's economic strategy.

Goldman Sachs Group Inc. has expressed caution regarding the recent surge in copper prices, stating that the breakout above $11,000 per ton is unlikely to be sustained due to sufficient supply to meet global demand. This perspective highlights the volatility in the copper market and the potential for price corrections.

Goldman Sachs Group Inc. is attempting to secure approximately $500 million from private credit lenders to facilitate a payout to shareholders through its Canadian benefits provider. This move comes amid a challenging market environment, reflecting the company's ongoing financial strategies.

Morgan Stanley has revised its price target for Nvidia stock from $250 to $235, indicating a potential upside of 38% from its current price of $181.46. This adjustment reflects the firm's confidence in Nvidia's continued growth in the AI sector, which has been a significant driver of its stock performance.