Mid-Year 2025 Global Analyst Outlook Survey; ...

Two big things you need to know:First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices.Second, the valuation case for the broadening trade still has some room (Small Caps, certain cyclical sectors, non-US developed market ...  Show more

It’s been a year, and it’s only June. We built a framework to help investors navigate the fear and stuck with our constructive longer-term view. If you’ve found our research, and this podcast, helpful, we’d appreciate your vote in the Extel (formerly II) All America Research surv ...  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.Read more insights fro ...  Show more

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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