Morgan Stanley Says Trump Border Tax Will Boost US Oil Industry – ValueWalk Premium

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 . . .

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