Mike Wilson on Market Uncertainty, US Equity Strategy, and Investor Behavior

Bloomberg PodcastsMarch 27, 20257 min879 views

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Market Outlook and Strategist Divergence

🎯 Mike Wilson, Morgan Stanley's Chief US Equity Strategist, discusses market uncertainty and why European banks are cutting targets while US strategists maintain higher outlooks.
💡 European banks' target cuts are seen as them

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What’s Discussed

US Equity StrategyMarket UncertaintyMorgan StanleyS&P 500Federal ReserveInterest RatesEarnings RevisionsAsset AllocationBondsCashYieldsRecession RiskVIXOptions

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