You Searched For "Mike Wilson" and got 20 results
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1 min read
Earnings so far prove that investors should stick with stocks in this corner of the market, Morgan Stanley says
Lower earnings estimates for cyclical sectors will lead to bigger earnings beats this season, and s…
Kelly Cloonan
2 mins read
A strong dollar is a key risk to the stock market's big rally, Morgan Stanley CIO says
The stock market's two-year bull run could slow if the dollar starts to strengthen again as investo…
Kelly Cloonan
2 mins read
Financial stocks are still being woefully underappreciated by investors, Morgan Stanley says
Investors haven't yet readjusted their portfolios to reflect strong US macro data, creating an oppo…
Filip De Mott
1 min read
Top Wall Street strategists say a strong jobs report will kick off a rotation into lower-quality stocks
Goldman says a strong report would prompt investors to price in smaller odds of further labor-marke…
Kelly Cloonan
2 mins read
Morgan Stanley outlines the best-case scenario for stocks in the 4th quarter
Incoming labor data will be the biggest determinant of the stock market's 4th quarter, according to…
Filip De Mott
2 mins read
Investors are pouring into this defensive corner of the stock market amid fears of an economic slowdown
The the S&P 500's consumer staples sector has risen sharply in the last month as investors play def…
Kelly Cloonan
2 mins read
Morgan Stanley lays out the stock market's best-case scenario for this week's Fed decision — and 2 areas to buy after the cut
Stocks will get a boost if the Fed is able to cut interest rates by 50 bps without spurring growth …
Filip De Mott
3 mins read
Resist the temptation of AI and bet on safe defensive stocks, Wall Street analysts say
AI investing has been all the rage this year, but as macro uncertainty picks up, so have recommenda…
Filip De Mott
2 mins read
'We're only in '1996': Why the AI boom is still in its earliest days, according to Bank of America
Relative to the trajectory of the internet, which ushered in a new era of tech innovation, AI in th…
Kelly Cloonan
2 mins read
The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says
With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…
Kelly Cloonan
2 mins read
Stocks that have underperformed are poised to catch up if the latest jobs data is strong, Morgan Stanley says
The next jobs data, due Friday, could further broaden the stock's rally beyond tech shares if nonfa…
Kelly Cloonan
1 min read
Why investors should buy industrial stocks now as a valuable market driver deteriorates, Morgan Stanley says
One sector stands out as a good buying opportunity as earnings-revision breadth deteriorates, Morga…
Kelly Cloonan
1 min read
Stocks defied Morgan Stanley bear Mike Wilson's gloomy outlook this year. He's staying downbeat.
The S&P 500 has jumped 20% this year, but the bank's CIO believes sluggish fourth-quarter earnings …
George Glover
2 mins read
Stock market today: Indexes hover near records ahead of Fed Chair Powell's testimony
Indexes continued to trade near records as investors gear up for Fed Chairman Jerome Powell to spea…
Filip De Mott
2 mins read
Stocks are likely to see a 10% correction as earnings weaken and election uncertainty swirls, Morgan Stanley CIO says
Stocks are poised for a 10% correction as the outlook for corporate earnings looks weak, according …
Jennifer Sor
2 mins read
Stock market today: Nvidia pushes Nasdaq, S&P 500 to record highs
UBS increased its Nvidia price target on Monday to $150 per share due to strong demand trends and a…
Matthew Fox
2 mins read
A labor slowdown could ruin America's soft-landing hopes and cause a 10% stock correction, Morgan Stanley CIO says
Mike Wilson told Bloomberg that any rate cut made in response to a weakening labor market could be …
Filip De Mott
2 mins read
Wall Street's biggest bear explains what needs to happen for the stock market to avoid a 23% correction
"We remain cautious here, expecting economic growth to weaken, equities to correct, and investors t…
Matthew Fox
3 mins read
Stanley Druckenmiller, Mike Wilson and David Rosenberg warn of an oncoming recession. Here are the latest economic outlooks from some of Wall Street's biggest names.
Mike Wilson, Stanley Druckenmiller and David Rosenberg are among those on Wall Street who have rene…
Zinya Salfiti
2 mins read
The stock market is poised for a sell-off as an overly hawkish Fed could dash hopes for interest rate cuts, Morgan Stanley's Mike Wilson says
"If the message delivered at this meeting is more hawkish, it could provide a near-term negative su…