<p> Morgan Stanley's Aug 1 report reveals US tech sector P/E at 100th percentile historic high while MSI signals risk-off sentiment. Record $319B foreign inflow to US bonds but equity demand shifts to Europe. S&P 500 +2.3%, tech leads +5.1%, VIX at 16.7. Fed expected to cut 95bps, credit spreads tighten, commodities surge 8.1%.</p>

Morgan Stanley's Aug 1 report reveals US tech sector P/E at 100th percentile historic high while MSI signals risk-off sentiment. Record $319B foreign inflow to US bonds but equity demand shifts to Europe. S&P 500 +2.3%, tech leads +5.1%, VIX at 16.7. Fed expected to cut 95bps, credit spreads tighten, commodities surge 8.1%.

<p>&nbsp;Morgan Stanley's Aug 1 report reveals US tech sector P/E at 100th percentile historic high while MSI signals risk-off sentiment. Record $319B foreign inflow to US bonds but equity demand shifts to Europe. S&amp;P 500 +2.3%, tech leads +5.1%, VIX at 16.7. Fed expected to cut 95bps, credit spreads tighten, commodities surge 8.1%.</p>

Tech Bubble Alert? Morgan Stanley's August Warning

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.

The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.

Perfect for your commute, coffee break, or pre-market scan.

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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.

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Tech Bubble Alert? Morgan Stanley's August Warning

Tech Bubble Alert? Morgan Stanley's August Warning