Donald Trump is already moving markets -- with his tweets. As the president-elect reveals plans for his first 100 days, big U.S. banks could get a windfall from heightened trading.
Here are Tuesday's top research calls, including upgrades for Disney, Continental Resources and Agios Pharmaceuticals, and downgrades for Chipotle, Brinker International and J.P. Morgan.
Like JPMorgan Chase and Bank of America, Morgan Stanley benefited from a surge in global trading as Trump's policy pledges prompted speculation that inflation will pick up speed.
More loans, more spending, and fewer customers going broke point to strength.