Michael Wilson

Michael Wilson, Chief U.S. Equity Strategist at Morgan Stanley, shares his bearish outlook on U.S. stocks through mid-2024 but highlights the potential for capital inflow into equities. He discusses the tension between strong economic signals and weak corporate earnings. Wilson explores how tariffs are reshaping corporate strategies and impacts investment decisions. He emphasizes the importance of stock picking, particularly in sectors leveraging AI, while noting the concentration in large-cap stocks and their earnings growth prospects.