Morgan Stanley's Wilson on Stocks, Fed, Inflation
ฝัง
- เผยแพร่เมื่อ 10 ก.ย. 2024
- Mike Wilson, chief US equity strategist at Morgan Stanley, talks about the latest market selloff and why it's smart to be defensive. He's on "Bloomberg Open Interest."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: tinyurl.com/ys...
Visit www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: / bloombergtv
Facebook: / bloombergtelevision
Instagram: / bloombergtv
Connect with Bloomberg Business on:
X: / business
Facebook: / bloombergbusiness
Instagram: / bloombergbusiness
TikTok: www.tiktok.com...
Reddit: / bloomberg
LinkedIn: / bloomberg-news
More from Bloomberg:
Bloomberg Radio: / bloombergradio
Bloomberg Surveillance: / bsurveillance
Bloomberg Politics: / bpolitics
Bloomberg Originals: / bbgoriginals
Watch more on TH-cam:
Bloomberg Technology: / @bloombergtechnology
Bloomberg Originals: / @business
Bloomberg Quicktake: / @bloombergquicktake
Bloomberg Espanol: / @bloomberg_espanol
Bloomberg Podcasts: / @bloombergpodcasts
Can't you ever remember Willson being right????😂😂😂😂
Once every 6 years on average. The problem is he always speaks the truth, the market just doesn't care lol
he was right in 2015...
You got 27 upvotes. Don't spend them all in one place.
he was wrong AGAIN lol
Paid to be professionally wrong. Where can I get this gig?
Why do you keep having Mike Wilson on? If it were up to him, we'd all be in cash till the day we die and be selling every other day. How does he have a job?
The problem is he usually speaks the truth, but the markets do their own thing lol
they should just ask him if he is all in cash. if not, what is the point
Stock Market near highs. Worker bank accounts near lows. FED's work is nearly complete.
FED Reserve Noted workers pay, strength needs to fall more, then FED can supply more currency to the Have Yachts on Wall Street.😮
Far from complete
Is this guy ever right honestly? 😂
the day he is right will no go well
Bloomberg's news is just too polarized to Trust.
No
Even CNBC doesnt want this loser
4:00 Instead of quoting Wilson predicting weaker earnings on H2, you could have quoted him predicting not so great earnings on Q2, as you noticed they were actually "excellent". Speaking of which, Wilson being consistently wrong, you can bet H2 earnings will be "excellent" as well.
Bloomberg news will Never correct or question FED! Or VP Harris. Why would anyone expect different?
He doesn’t come back if they hold him accountable lol
I’ve seen Mike predict a recession for the last 7 years straight
He’s awesome and right!!!!! Usually he is!!!!
How is that Mike Wilson advise working for you today? 😂 Consumer slowing and the retail numbers today knocked it out of the park! His consistent missing the upside. Still think he is always right?
@@Doug-jf5hx amazing!!!! Love Mike he’s spot on!!!! You take one day😂😂😂
I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited $560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
pls how can I reach this expert, I need someone to help me manage my portfolio
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thanks, i did a quick web search and i found Sharon, i hope she responds to my mail.
Back in November 2022, this guy insisted the market bottom wasn't in yet... Missed it totally
Full disclosure: I'm a fan of this guest.
0:22 - Describing the state of the consumer
0:44 - I'm interpreting this comment as his not expecting 50bps of cutting in September also brilliant point about the revenue of carry
1:38 - Totally confirming my understanding of the housing market
4:32 - Describing "the key data for [them]"
How is that Mike Wilson advise working for you today 😂. Pretty standard with him to consistently miss the upside.
@@Doug-jf5hxCentral Banking 101
When considering a rate cut, do you do so when:
A) PCE is above 3%, unemployment is below 5%, and it's a bull market
B) PCE is below 2%, unemployment is above 5%, or it's a bear market
C) A duck
Needless to say, I'm losing money today (and likely tomorrow)
----
I think it's fair to ask, does this market look like one that needs Fed stimulus? Does any element of the economy look like monetary stimulus is needed? I'm asking myself, while I lose money, what would a "hawkish cut" look like were one to happen in September. I'm also asking myself, while I lose money, what will Jackson Hole speech sound like?
@@noremacmadayou make good points, the problem with Wilson if you followed him for the last 3 years.. he was spot on in 2021 but he has totally missed the market in 22,23 and so far in 24. He has turned into a perma bear. I find Tom Lee to be more accurate. His advise is why I am way up today.
I hope they don't pay this guy to come on.
This Mike is broken. Bring another pls
Bloomberg having Mike Wilson on your show is a reason investors stop tuning in! Why do you keep having a Chief Strategist that has been so wrong over the last several years. Do you have contempt for your viewers?
Why does this guy even come on and spew his predictions so confidently?
Still waiting on that inverse Mike Wilson ETF.
Oh look, it's the bear rally guy.
This guy is never right ...
Geez Mike was adamant that we were in a bear market rally lol
Not again, Mr Repeatedly Wrong, middle name “With Audacious Conviction”.
Great news most people aren't trading on this guys recommendation. That'd be a great way to wreck your portfolio lol
waiting for spy 3000 he should have lunch with dan niles
Carry trade rewinding ?
META is just about ready to make a new high, others could follow... Another top another correction...
Mike is Magic !
Market over valued by 20%. October is the fallout seems like 1987 Oct stock market crash. Could be something like 1987.
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
never and he does not have to be. I try to understand his reasoning. So far there is nothing that is alarming that I would change my course of staying with my asset allocation 70/30 and stocks in major etf. Jumping in and out and switching is timing and no one is good. Either you exited too early or miss completely. If you have money to add then keep investing 70/30 monthly and perhaps rebalance when equity is too high or too low above 80 or below 40. Things will sort it out. Market always talking stocks too high and even if you know it is the problem is no one is sure the timing. Good example is Greenspan saying equities too high but given up then market collapse! Many smart monkeys but stupid is what stupid does which is follow the smart money.
Oh look, who is telling us the future.....conmen of wall st.....clowns galore!
If you counter traded this dude over past 10 years you’d be retired on an island 🏝️
Don't depend so much on consumption, bring more manufacturing home
he was right!!! we crashed!!! its over
Bearish since 2022
Yep smart guy, government lies about numbers
Really hard to buy always buy a dip
inflation is bad for bonds who is buying them
Jim Cramer 2.0 🤣
Been bear for how long?
Since the day he was born👶!
This guy has been wrong for years. He's the new Dennis Gartman.
I think he will retire next year...💔
do us all a favor and just go away, wilson
Dude's been wrong like....forever? Whatever he says, do the opposite.
Stock huh? Is it in stock and how much do you want for it? Blah blah blah blah.
How can Mike Wilson still have a job in the financial industry? This guys is a perma-wrong.
I wish I could be constantly wrong and still pull in 7 figures. What a clown.
Hahahah this clown again
😻😹Once again he is getting short squeezed...🤗🤑🤪
Okkkk