Morgan Stanley's Wilson On Where he sees opportunities in this market
Bloomberg Televisionยท2025-08-06 18:24
Well, I think I mean, as usual, the markets get ahead of this. And what the markets are anticipating now, the bond market and the equity markets that the Fed will be cutting sometime in the next 2 to 6 months. And, you know, even our house call, I mean, our house calls for no cuts this year, but then they have seven cuts next year.I mean, that's like wildly bullish for equities. So, you know, it's you almost have the perfect setup time because what you have now is lagging economic data, which is what the Fe ...