Morgan Stanley’s top strategist Michael Wilson noted the labor market, more so than inflation, has become a crucial factor in determining future monetary policy.
US strikes on Iran’s nuclear facilities are dominating headlines but selloffs caused by geopolitical events tend to be brief, according to Morgan Stanley strategists. Market reaction has been muted ...
If nominal GDP and earnings growth accelerate due to higher inflation, stocks’ valuation may see a support ahead, according to Michael J. Wilson, chief U.S. equity strategist and chief investment ...
One of Wall Street’s most closely watched strategists has delivered news that could reshape investor expectations for the coming year. Michael Wilson, Morgan Stanley’s chief US equity strategist, ...
Recent equity weakness and tightness in liquidity make a Fed cut in December more likely, says Wilson Last week, Morgan Stanley set a 7800 target for the S&P 500 index twelve months out. The Fed's ...
Morgan Stanley’s Michael Wilson says the weak dollar will support US corporate earnings, helping the American stock market to outperform the rest of the world. At a time when many other Wall Street ...
Mike Wilson was uneasy, just as he likes it. It was April, and President Donald Trump’s trade war had roiled financial markets, making Morgan Stanley’s chief US equity strategist a sought-after TV ...
A 10%-20% correction typically happens in a mid-cycle transition. Morgan Stanley's chief US equity strategy Michael Wilson named 3 sectors to target.
Healthcare’s (NYSEARCA:XLV) market cap weight in the S&P 500 (SP500) and its relative forward P/E ratio are hovering around historical lows, but several factors could trigger a sentiment improvement, ...
Equity markets still face unresolved risks around trade tensions and slowing earnings revisions, which should keep investors cautious in the near-term, according to Morgan Stanley’s Michael Wilson.
Robust corporate earnings will power the US stock rally in 2026 as risks around an uncertain rates outlook prove short-lived, according to some Wall Street strategists. Morgan Stanley’s Michael Wilson ...