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Bloomberg Talks

Morgan Stanley's Mike Wilson Talks 2025 Stocks, Volatility

Dec 13, 2024
Mike Wilson, Morgan Stanley's Chief US Equity Strategist, shares his bullish outlook for stocks by 2025, predicting a rise to 6,500 points. He dives into the interplay of market volatility and economic factors like growth rates and inflation. The conversation reveals the intriguing dynamics between small-cap and large-cap stock performances, along with potential risks from tariffs and immigration policies. Wilson also emphasizes the shifting correlations between bond and stock markets, highlighting the importance of staying alert to these trends as 2025 approaches.
09:40

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Quick takeaways

  • Mike Wilson anticipates a significant stock market growth to 6,500 by 2025, contingent upon stable economic conditions and earnings growth.
  • The podcast explores the shift from small-cap to large-cap tech stocks, raising concerns about sustainability amidst changing investor sentiments.

Deep dives

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