Bloomberg Talks Morgan Stanley's Mike Wilson Talks S&P Call, Fed Policy
May 21, 2024
Morgan Stanley's Chief US Equity Strategist, Michael Wilson, discusses raising his S&P 500 price target to 5,400 and the market's reliance on loose monetary policy. They dive into stock picking strategies for institutional clients, factors supporting the S&P 500, market risks, political outcomes affecting market multiples, and the economic outlook post-election.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Stock Picking Strategies for Institutional Clients
02:54 • 3min
Analysis of Factors Supporting the S&P 500 and Market Risks
06:00 • 2min
Analyzing the Impact of Political Outcomes on Market Multiples and Fiscal Policies
07:55 • 3min
Economic Outlook, Election Impact, and Specialized Insurance Solutions Discussion
10:44 • 2min