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Morgan Stanley shares drop 4% after missing profit estimate as investment banking revenue collapses

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Morgan Stanley CEO James Gorman participates in a conversation-style interview with Economic Club of Washington in Washington September 18, 2013.
Yuri Gripas | Reuters

Morgan Stanley

Here’s what Wall Street expects:

Earnings: $1.49 a share, 25% lower than a year earlier, according to RefinitivRevenue: $13.3 billion, 10% lower than a year earlierWealth management: $6.17 billion, according to StreetAccountTrading: Equities $2.68 billion, Fixed Income $1.96 billion, according to StreetAccountInvestment Banking: $1.21 billion, per StreetAccount

How is James Gorman’s bank navigating increasingly choppy markets?

That’s the question for Morgan Stanley, whose investment banking, trading and wealth management operations are all impacted by the vagaries of the market.

Wall Street banks are grappling with the collapse in IPOs and debt and equity issuance this year, a sharp reversal from the deals boom that drove results last year. The slowdown was triggered by broad declines in financial assets, recession concerns and the Ukraine war.

While analysts expect the bank’s wealth management and investment management divisions – responsible for half of the firm’s revenue – will hold up better than investment banking, lower asset values will reduce revenue there as well.

Still, parts of Morgan Stanley’s operations are expected to benefit. Bond traders are expected to post good results, thanks to volatility in commodities and interest rates.

Shares of the bank have dropped 19% this year through Thursday, holding up better than the 25% decline of the KBW Bank Index.

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This story is developing. Please check back for updates.

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