Morgan Stanley (MS): FY26 Q1 earnings call, Apr 15, 2026

On its Apr 15, 2026 earnings call (FY26 Q1), Morgan Stanley said 5 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 5 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Private Credit Yes814✓62%transcripts from the transcript model–
Basel Yes45✓43%transcripts from the transcript model–
Zero Hash Yes11✓55%transcripts from the transcript model–
Investment Grade Yes11✓43%transcripts from the transcript model–
Tokenized / Tokenization Yes11✓34%transcripts from the transcript model–
Tailwind No00✓71%transcripts from the transcript model–
Buyback No00✓65%transcripts from the transcript model–
Headwind No00✓57%transcripts from the transcript model–
Recession No00✓49%transcripts from the transcript model–
Tariff No00✓47%transcripts from the transcript model–
Iran No00✓16%transcripts from the transcript model–
Oil No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Basel”; 5 quoted, at least 25 words apart.

Ted Pickcompanyprepared

…and balance as we move through rulemaking comments toward the finalization of Basel. It's worth noting that over the last nine quarters, we've accreted $15…

Steven Chubakanalystqa

…questions. Sharon, I was hoping you could speak to the Fed's new Basel III capital proposal, and given you should benefit from long overdue changes,…

Sharon Yeshayacompanyqa

…think about. One, the models that obviously we've put comments in. Two, Basel, and three, G-SIB. First taking G-SIB, since that's the most obvious quantitative…

Sharon Yeshayacompanyqa

…be from G-SIB. As you know very well, Steve, you'd also be in a position that you'd see RWA inflation associated with the Basel proposal.

Ted Pickcompanyqa

…with the regulator, along with the rest of the group to get Basel finalized. We have a window here. The big picture is let's put…

Where the listed words were said

Sharon Yeshayacompany“Private Credit” · prepared

…We closed the acquisition of EquityZen, enhancing our leadership position in the private credit markets ecosystem and further deepening market access for clients. We launched…

Sharon Yeshayacompany“Investment Grade” · prepared

Outperformance was driven by record issuance in the investment-grade market on the back of higher event-driven activity. Looking ahead to the remainder of the year,…

Sharon Yeshayacompany“Tokenized / Tokenization” · qa

…ways that in this new world you actually have value of advice. If you talk at all, where do you work through a tokenized world?

Agents: this page as TSV at /api/v1/appearances/morgan-stanley:2026-04-15:earnings_call · words: /api/v1/brief?appearance=morgan-stanley:2026-04-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP