'Sell into rallies': Morgan Stanley names the stocks to navigate current European banking jitters

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Morgan Stanley strategists recommend 10 defensive stocks to own right now while selling European bank stocks 'into any material rally'.

In the wake of recent market volatility and steep share price falls, Morgan Stanley cautioned that the European banking sector is "not as attractive as it was." On Friday, Deutsche Bank shares fell as concerns about the stability of European banks persisted after the forced acquisition of embattled Credit Suisse by its rival UBS . The German lender's shares retreated for a third consecutive day and have now lost more than a fifth of their value this month.

Although financial crises do not always lead to recessions, the odds are unfavorable given recent events, such as tightening credit availability and a deeply inverted yield curve, according to the strategists. The gap between the 2-year and 10-year yields reached 110 basis points on the day before the Silicon Valley Bank meltdown but now stands at just 34 basis points. According to Morgan Stanley, this steepening after the failure of SVB Financial , Silvergate and Signature Bank in the U.S.

 

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They probably forgot to add MorganStanley to the Sell list. Fully loathed with speculative assets

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