Dan Nathan and Guy Adami host Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley. The conversation covers the impact of inflation on stocks, the Federal Reserve's stance on interest rates, and the current state of the employment market. Mike emphasizes the Fed's priority on funding the deficit and job growth over controlling inflation. The discussion includes the role of AI in corporate productivity, sector-specific investment opportunities, and the intricacies of the IPO and M&A markets. Mike also addresses potential deflationary forces, equity risk premiums, and the broader economic implications of industrial and consumer good sectors. Throughout, they highlight the importance of staying tactical and adaptable in investment strategies.
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