Earnings Growth Will Be Better Than Expected, Morgan Stanley's Wilson Says

THE THIRD QUARTER EARNINGS SEASON PROVIDES A STRONG STOCKPICKING ENVIRONMENT. MIKE JOINS US FOR MORE.I WANT TO PICK UP ON A CORE VIEW OF YOURS FOR 2025 INTO 2026. RECESSION IS BEHIND US. THAT IS UNIQUE TO YOU AND THE TEAM AT MORGAN STANLEY.WE TRY TO WORK SIX MONTHS IN THE FUTURE. WE HAD THIS CONVERSATION, YOU SOUND MORE OPTIMISTIC THAN I FOR YOU IN A WHILE. WE THOUGHT THE FIRST HALF WOULD BE TOUGH AS A TRANSITION FROM THE GROWTH NEGATIVE POLICY TO GROWTH POSITIVE POLICIES.ALL THIS CAPEX IS IN LINE WIT ...