Positioning Takes a Tiny Hit, Mixed Shifts in...

The big things you need to know:First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain the resilience we’ve seen in the S&P 500.Second, the valuation and sentiment barometers we’re tracking point to room for fur ...  Show more

The big things you need to know:We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market perspective.Then, we wrap up with a few things we’re watching in terms of general stats to help us know when the recent risk off mo ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the stock market tumble and whether investors can hope for a rally.

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Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Eq ...

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

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Welcome to Thoughts on the Market. I'm Mike Wilson, ...

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.

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