Morgan Stanley Says Trump Border Tax Will Boost US Oil Industry

Evan Calio, Morgan Stanley’s Large Cap E&P Integrated Oil specialist, is overweight the energy market. In fact, with correlations faltering, regulations likely to fade, the potential for a large acquisition in the space forthcoming and most significant a trade tax policy benefit not priced into US crude stock, investment value abounds, he says.

Andy Hall Is Expecting An Explosive Move Higher For Oil

With a relative value correlation dispersion, oil stocks are starting to look good

Speaking with Adam Parker in a Morgan Stanley video, there is a correlation breakdown between the price of oil and stocks. Oil can move in price and the stocks do not necessarily...