Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike
Published . Updated .
Morgan Stanley previously thought the Federal Open Market Committee would leave rates unchanged, but now thinks the U.S. central bank will hike interest rates.
Directly affected
Indirectly affected
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- SHY iShares 1-3 Year Treasury Bond
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
- KRE SPDR S&P Regional Banking
Regional banks are sensitive to interest rates
- ALLY ALLY FINANCIAL INC
GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BMO BANK MONTREAL MEDIUM
GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
How far Morgan Stanley (MS) has moved since 15 Sep 2026
Since the first closing price after “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Morgan Stanley (MS) is -11.84%. The S&P 500 fund (SPY) is +1.66% over the same days, a -13.50% difference versus the market.
Official trades in Morgan Stanley (MS) around 15 Sep 2026
- Maria Elvira Salazar sell Goldman Sachs Group (GS) ($1,001 - $15,000). That is 9 days after publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.”
- Rohit Khanna sell Bank Of America (BAC) ($1,001 - $15,000). That is 6 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.”
- Michael Rulli buy Goldman Sachs Group (GS) ($1,001 - $15,000). That is 12 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.”
- Gilbert Cisneros buy Goldman Sachs Group (GS) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Morgan Stanley (MS)
Companies tied to this story
- MS Morgan Stanley
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Morgan Stanley (MS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names MORGAN STANLEY in the headline; GA resolved that company to MS
- GS Goldman Sachs Group
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Goldman Sachs Group (GS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names GOLDMAN SACHS GROUP INC in the headline; GA resolved that company to GS
- ALLY Ally Financial
Ally Financial (ALLY) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.” Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAC Bank Of America
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BMO Bank Of Montreal /Can/
Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike.” Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CM Canadian Imperial Bank Of Commerce /Can/
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence. Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CRBG Corebridge Financial
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- EFC Ellington Financial
For “Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike,” Ellington Financial (EFC) is linked, with no stored direction, medium confidence. Reason on file: GA selected EFC as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Morgan Stanley (MS)
“Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike” (15 Sep 2026) reaches Morgan Stanley (MS) through this story.
Morgan Stanley (MS) is on the page because The reported development directly names MORGAN STANLEY in the headline; GA resolved that company to MS
Also listed, Goldman Sachs Group (GS): The reported development directly names GOLDMAN SACHS GROUP INC in the headline; GA resolved that company to GS
Price levels for Morgan Stanley (MS)
ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. GS traded between 859.56 and 967.15 across 20 sessions. The latest close on file is 875.50. MS traded between 176.46 and 205.76 across 20 sessions. The latest close on file is 178.53.
What the saved facts support for Morgan Stanley (MS)
100 out of 100
“Morgan Stanley joins Goldman Sachs in 11th-hour switch to predict a Fed hike” scores 100 out of 100. The score uses 10 linked companies.