(Bloomberg) — Expensive US equities are flashing a major warning sign that could see the S&P 500 sliding as much as 26% in the first half of this year, according to Morgan Stanley strategist...
Tag: Stanleys
Investors have pushed stocks into the death zone, warns Morgan Stanley’s Mike Wilson
What’s the best metaphor to describe the stock market, that has sent the S&P 500 up 16% from its October lows, and up 6% this year? Morgan Stanley strategist Mike Wilson has turned to the Jon Krak...
Morgan Stanley’s Shalett Sees ‘Massive Disconnects’ in Stocks
(Bloomberg) — Stocks have rallied in the face of worsening earnings and economic expectations, producing “massive disconnects” that threaten market stability, warned Lisa Shalett at Morgan Stanl...
Morgan Stanley’s chief strategist thinks investors are in for a bumpy ride after they realize there’s no more Fed rate cut ‘heroin’
With inflation falling from its 40-year high in June, investors are betting the Federal Reserve will end its interest rate hiking cycle and “pivot” to rate cuts this year, juicing markets like they di...
Morgan Stanley’s Mike Wilson warns the stock market’s January rally could end this week
A surprisingly good start for the U.S. stock market in 2023 is likely to fade this week as the Federal Reserve is set to announce its eighth consecutive rate hike at the conclusion of its policy meeti...
Morgan Stanley’s Wilson Says Don’t Buy the Rally as Fed Looms
(Bloomberg) — Investors flocking to the equity rally will be disappointed as they’re in direct defiance of the Federal Reserve, according to Morgan Stanley strategists. Most Read from Bloomberg ...
Morgan Stanley’s Mike Wilson issues correction warning
Morgan Stanley’s Mike Wilson is telling investors to brace for a winter downdraft. He warns S&P 500 is vulnerable to a 23% drop — bringing it to 3,000. “Even though a majority of insti...
Markets Are Wrong on Fed Rate Hikes, Morgan Stanley’s Caron Says
(Bloomberg) — Markets aren’t prepared for how far US central bankers are willing to go to tame the hottest inflation in a generation, according to Morgan Stanley’s Jim Caron. Most Read from Bloo...
Morgan Stanley’s Wilson Says US Profit Drop Could Rival 2008 Era
(Bloomberg) — US equities are set for their worst year since the global financial crisis, and, according to Morgan Stanley strategist Michael Wilson, corporate profits are about to meet the same...
The bear market rally is running out of stream, and it is time to take profits, says Morgan Stanley’s Wilson
The stock market’s bounce off the October lows is running out of room, and it is time to take profits, according to Morgan Stanley’s Michael Wilson. The chief equity strategist who correctly predicted...
Morgan Stanley’s Michael Wilson Is a Stock Market Seller Again
(Bloomberg) — Morgan Stanley strategist Michael Wilson is returning to the bear camp. Most Read from Bloomberg The strategist, one of the US stock market’s most vocal skeptics, has seen enough o...
Morgan Stanley’s Wilson Sees Rough Ride for US Stocks in 2023
(Bloomberg) — US stocks will end 2023 almost unchanged from their current level — but will have a bumpy ride to get there, according to Morgan Stanley’s Michael Wilson. Most Read from Bloo...
Morgan Stanley’s Wilson Says US Midterms Could Fuel Equity Rally
(Bloomberg) — Investors should stay bullish on equities ahead of this week’s US midterm elections, according to Morgan Stanley’s Michael Wilson, the top-ranked strategist who correctly predicted...
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
We’re almost through one of the most feared months of trading, which as it turns out, is set to deliver the best return for the Dow industrials since 1976, and best month since July for the S&P 50...
Morgan Stanley’s Wilson Says End of Fed Tightening Nearing
(Bloomberg) — The end of the Federal Reserve’s campaign to raise interest rates is approaching, according to Morgan Stanley strategist Michael Wilson, who until recently was a prominent stock ma...
Morgan Stanley’s Wilson Says Bear Market May End in Early 2023
(Bloomberg) — Morgan Stanley’s Mike Wilson, a well-known stock market skeptic who correctly predicted this year’s slump, believes the bear market in US equities may conclude sooner than investor...
Morgan Stanley’s Wilson Says US Stocks Can Rally in Short Term
(Bloomberg) — Morgan Stanley’s long-time equities bear says US stocks are ripe for a short-term rally in the absence of an earnings capitulation or an official recession. Most Read from Bloomber...
A surging U.S. dollar is creating an ‘untenable situation’ for the stock market, warns Morgan Stanley’s Wilson
The U.S. dollar’s unrelenting surge is raising worries over corporate earnings, warned a closely followed Wall Street analyst, who noted that similar performances by the currency have historically led...
Morgan Stanley’s Got A Brand New Bag — And Influencer To Sell It
Influencer Haley Sacks, aka @MrsDowJones, is here to help Morgan Stanley and Rebecca Minkoff change your thinking about style on Wall Street. Hey, remember those canvas duffel bags emblazoned with the...
Stock Indexes Face Fresh Low This Year, Morgan Stanley’s Wilson Says
(Bloomberg) — Investors should brace for more pain as US stock indexes haven’t yet hit bottom for the year, according to Mike Wilson, chief US equity strategist at Morgan Stanley. Most Read from...
Morgan Stanley’s Wilson and JPMorgan’s Michele Warn About QT
(Bloomberg) — Echoing nearly everyone on Wall Street, JPMorgan Asset Management’s Bob Michele and Morgan Stanley’s Michael Wilson are on guard for the potential ripple effects of the Federal Res...
Morgan Stanley’s Kathy Roeser: Prepping for the Next Bull Market
Morgan Stanley advisor Kathy Roeser has found herself using the word “cloud” quite a bit this year, as in the cloud that’s been hanging over the economy and markets. While acknowledging the gloom, she...
Stock market’s post-Fed bounce is a ‘trap,’ warns Morgan Stanley’s Mike Wilson
“‘Ultimately, this will be a trap.’” — Mike Wilson, chief U.S. equity strategist and CIO, Morgan Stanley Morgan Stanley’s Mike Wilson, who correctly called the stock market’s 2022 swoon, isn’t convinc...
Morgan Stanley’s Wilson Sees Stock Losses Even If No Recession
(Bloomberg) — One of Wall Street’s biggest bears says US stocks are likely to face more declines even if the economy manages to avoid a recession. Most Read from Bloomberg “Counter-trend rally m...
Morgan Stanley’s Pick says a paradigm shift has begun in markets. What to expect
Trader on the floor of the NYSE, June 1, 2022. Source: NYSE Global markets are in the beginning of a fundamental shift after a nearly 15-year period defined by low interest rates and cheap corporate d...
Morgan Stanley’s Wilson Sees New S&P 500 Losses After Bear Rally
(Bloomberg) — The latest bounce in US stocks is a bear market rally and more declines lie ahead, according to Morgan Stanley strategists. Most Read from Bloomberg “With valuations now more attra...
Morgan Stanley’s done better than most forecasting markets during this turbulent year. Here’s what it says is coming next.
Wall Street analysts are the types who get to the airport with hours to spare. Year-ahead previews come in before Thanksgiving, so it can’t be too huge a surprise that Morgan Stanley has released its ...
Morgan Stanley’s Mike Wilson says S&P 500 could tumble toward 3,400 if a ‘true growth scare’ is on the cards
Morgan Stanley’s bearish chief U.S. equity strategist Mike Wilson has some bad news and some good news for investors. On the heels of the worst April for stocks since 1970, Wilson and a team of strate...
AMD Is Morgan Stanley’s Top Chip Stock Pick for Next Year
Morgan Stanley says Advanced Micro Devices stock is providing an attractive buying opportunity on the back of its strong lineup of server processors. On Thursday, semiconductor analyst Joseph Moore ma...