Iran & Morgan Stanley
35 shared events · Importance 5 · Last updated Aug 24, 2026
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International
Iran: Iran faces the threat of 'the toughest sanctions in history' from the US, which could further isolate its economy and reduce its oil exports. Iran has condemned the plans and called for a diplomatic solution, while hardliners may prefer confrontation.
Morgan Stanley: Morgan Stanley analysts noted that crude supply is tightening, with sharp declines in oil-on-water and onshore inventories, including in China, due to reduced Middle East exports.
Aug 23, 2026 · 21 articles
International
Iran: The Iran war and talks influenced oil prices and safe-haven demand, indirectly affecting currency markets; optimism over talks pressured the dollar.
Morgan Stanley: Also reportedly executed the U.S. Treasury's euro sale for yen, contributing to the intervention's implementation.
Jul 30, 2026 · 162 articles
Business
Iran: War with U.S. and Israel since late February; source of market volatility benefiting bank trading desks.
Morgan Stanley: Reported Q2 M&A data showing 64% year-over-year increase in announcements; forecast $6.4T global M&A in 2026.
Jul 14, 2026 · 13 articles
Business
Iran: Iran's ongoing conflict with the United States and Israel, and its control of the Strait of Hormuz, has significantly impacted oil prices and global inflation concerns. Hopes for a peace deal with the United States have influenced market sentiment regarding oil supply.
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
May 20, 2026 · 72 articles
International
Iran: Iran is the other primary belligerent, facing military strikes and economic sanctions. Its blockade of the Strait of Hormuz has disrupted global oil supplies, but it suffers from economic decline and international isolation.
Morgan Stanley: Morgan Stanley noted low diesel and jet fuel stocks, highlighting supply concerns.
Apr 08, 2026 · 416 articles
Business
Iran: The U.S.-led war with Iran disrupted Middle East shipping, boosting U.S. oil exports but also contributing to import front-loading. A preliminary peace deal was signed.
Morgan Stanley: Slash their second-quarter GDP growth estimate to 2.1% from 2.5% due to trade data.
Jun 26, 2026 · 22 articles
Business
Iran: The Iran war creates market volatility that boosts trading revenues but also clouds the economic outlook for Europe.
Morgan Stanley: Morgan Stanley provides forecasts for European banks' investment banking revenues and recommends Deutsche Bank.
Jul 21, 2026 · 6 articles
Business
Iran: The Iran war escalation is a key driver of oil price volatility and uncertainty for ECB policy.
Morgan Stanley: Morgan Stanley's economist Jens Eisenschmidt provides analysis on ECB policy expectations.
Jul 17, 2026 · 6 articles
International
Iran: The Iran war and its aftermath dominated summit discussions, with Trump criticizing allies for not supporting U.S. operations. The declaration called on Iran to respect freedom of navigation.
Morgan Stanley: Morgan Stanley upgraded Saab's stock following the GlobalEye contract.
Apr 20, 2026 · 317 articles
Domestic
Iran: The ongoing war involving Iran in the Middle East has led to the closure of the Strait of Hormuz, causing global energy price surges that affect China's manufacturing costs.
Morgan Stanley: Morgan Stanley's Chief China Economist, Robin Xing, commented on China's domestic demand and the performance of high-end manufacturing and exports.
May 30, 2026 · 22 articles
Business
Iran: The Iran war has driven up global crude prices, negatively affecting oil-importing economies like India.
Morgan Stanley: Morgan Stanley's economist warned that firms may defer capex if demand visibility weakens, highlighting investment uncertainty.
Jul 09, 2026 · 49 articles
International
Iran: The interim deal with the U.S. failed to prevent renewed hostilities, contributing to oil price spikes.
Morgan Stanley: Morgan Stanley's fixed income research head highlighted European Union — Europe's double hit from energy and policy tightening.
Jul 24, 2026 · 6 articles
International
Iran: Iran is accused by Sergio Gor of having a 'reckless regime' that is 'attacking' neighboring Gulf states and holding global trade hostage through its stance in the Strait of Hormuz, leading to US opposition to its nuclear ambitions.
Morgan Stanley: Morgan Stanley's Chairman and CEO, Ted Pick, met with Piyush Goyal to discuss strengthening long-term investments and institutional partnerships in India, exploring opportunities across various sectors.
May 21, 2026 · 109 articles
Business
Iran: Tensions involving Iran and the U.S.-Israeli war could lead to renewed spikes in energy prices, posing a risk to the market.
Morgan Stanley: Morgan Stanley is a co-lead underwriter for the SpaceX IPO and hosted a lunch meeting for institutional investors. Its analysts have made ambitious revenue projections for SpaceX's future.
Apr 20, 2026 · 457 articles
Business
Iran: The U.S.-Iran conflict remains volatile, with no progress in talks, but has limited direct impact on the AI boom.
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Aug 05, 2026 · 65 articles
Domestic
Iran: Iran's conflict with the United States and Israel, including the closure of the Strait of Hormuz, has significantly contributed to surging global energy prices and supply chain disruptions, directly impacting inflation.
Morgan Stanley: Morgan Stanley's economist provided estimates on the impact of tariffs on prices.
Jun 10, 2026 · 63 articles
Business
Iran: Iran's receding hostilities with the United States led to a fragile ceasefire and the gradual reopening of the Strait of Hormuz, contributing to a significant drop in oil prices.
Morgan Stanley: Morgan Stanley models an implied global oil market surplus and its head of FX EM strategy, James Lord, commented on the dollar's strength.
Apr 20, 2026 · 24 articles
Business
Iran: The Iran war has weakened demand in the Middle East, affecting Shein's revenue and contributing to its growth slowdown.
Morgan Stanley: Morgan Stanley is a joint sponsor of Shein's IPO, benefiting from advisory fees.
Jul 26, 2026 · 65 articles
Business
Iran: Tensions involving Iran and the U.S.-Israeli war could lead to renewed spikes in energy prices, posing a risk to the market.
Morgan Stanley: Morgan Stanley was a joint book-running manager for the SpaceX IPO, helping to manage the offering and earning substantial fees.
Mar 09, 2018 · 538 articles
Business
Iran: The Iran conflict is cited as a geopolitical uncertainty that could impact Asia-Pacific banks, potentially requiring higher loan-loss provisions. Standard Chartered set aside $190 million in precautionary provisions linked to the Middle East conflict.
Morgan Stanley: Morgan Stanley analysts conducted research indicating that companies in banking, technology, and professional services have reduced staff due to AI, providing data on the broader impact of this trend.
May 19, 2026 · 57 articles
Domestic
Iran: The Iran war's impact on gas prices previously contributed to inflation in the United States, but a recent peace agreement suggests a moderation in these inflationary pressures.
Morgan Stanley: Kevin Warsh's background as a former Morgan Stanley executive is mentioned as part of his resume, providing context to his professional experience.
Apr 20, 2026 · 71 articles
Business
Iran: The Iran war is mentioned as a risk that the AI-driven rally has offset, indicating its background influence on market stability.
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Jun 05, 2026 · 13 articles
International
Iran: Iran is mentioned in a related article but is not directly involved in this event.
Morgan Stanley: Morgan Stanley forecast China's humanoid robot market at $15 billion by 2030, highlighting the industry's growth.
Jul 28, 2026 · 183 articles
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