Bloomberg Talks
Morgan Stanley Chief US Equity Strategist Mike Wilson Talks ‘Liberation Day’ Not a Clearing Event
Mar 31, 2025
Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares his insights on market volatility and the potential impact of upcoming tariffs. He discusses how these tariffs could push the S&P 500 below 5,500 in the short term. Despite this, he remains optimistic about the overall market for the year. Wilson delves into the transition from Wall Street to Main Street, analyzing how economic shifts affect everyday Americans. He highlights the need for cautious investment in high-quality companies amid trade uncertainties and stagflation concerns.
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Quick takeaways
- Mike Wilson predicts that President Trump's potential tariffs could push the S&P 500 down short-term, yet remains optimistic about the full-year target.
- Investors are encouraged to adopt a defensive strategy focusing on high-quality companies to navigate the ongoing market volatility and tariff risks.
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