Morgan Stanley (MS): FY26 Q2 earnings call, Jul 15, 2026

On its Jul 15, 2026 earnings call (FY26 Q2), Morgan Stanley said 2 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 2 settled yes · our count agreed on 14 of 14

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 speakersAgreesProbabilityClipMarket
Investment Grade Yes33✓57%n=1+tx from settlement history blended with transcriptsHear it 9:47, Investment Grade–
Tailwind Yes11✓53%n=1+tx from settlement history blended with transcriptsHear it 10:46, Tailwind–
Private Credit No00✓81%n=1+tx from settlement history blended with transcripts–
Basel No00✓68%n=1+tx from settlement history blended with transcripts–
Zero Hash No00✓66%n=1+tx from settlement history blended with transcripts–
Private Market No00✓64%transcripts from the transcript model–
Tokenized / Tokenization No00✓49%n=1+tx from settlement history blended with transcripts–
Buyback No00✓48%n=1+tx from settlement history blended with transcripts–
Headwind No00✓40%n=1+tx from settlement history blended with transcripts–
Middle East / Iran No00✓36%transcripts from the transcript model–
Tariff No00✓31%n=1+tx from settlement history blended with transcripts–
Recession No00✓29%n=1+tx from settlement history blended with transcripts–
Galaxy Digital No00✓15%transcripts from the transcript model–
Oil No00✓12%n=1+tx from settlement history blended with transcripts–

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.

Where the listed words were said

Sharon Yeshayacompany“Investment Grade” · prepared · 9:49Hear it 9:43, Sharon Yeshaya

…underwriting revenues were a record $788 million, driven by bond issuance across non-investment grade and investment-grade companies. Issuers took advantage of favorable spread environment and…

Sharon Yeshayacompany“Tailwind” · prepared · 10:48Hear it 10:45, Sharon Yeshaya

…activity extending across the region. Active markets and technology trends serve as tailwinds, and our multi-year investments in our global franchise allowed us to prosecute…

Agents: this page as TSV at /api/v1/appearances/morgan-stanley:2026-07-15:earnings_call · words: /api/v1/brief?appearance=morgan-stanley:2026-07-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP