Morgan Stanley CIO Mike Wilson: The early-cycle rolling recovery has begun
Youtube·2025-09-23 12:45
Join us now. Mike Wilson, Morgan Stanley, CIO and chief US equity strategist. The reason I said you're so smart about physics is I'm reading how you're basing some of your calls and you are like tackling the most difficult things to forecast.You're not just like looking at momentum and stocks maybe continuing to go up. You're trying to decide whether there there's a recession risk. You're trying to decide whether at this point Bullard just said it.You think the recession risk is behind us and we're reaceler ...