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Morgan Stanley’s Wilson on Stocks, China Reopening

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Mike Wilson, Morgan Stanley’s chief US equity strategist and CIO, discusses the outlook for US stocks and the implications of China’s economic reopening with Guy Johnson and Alix Steel on “Bloomberg Markets.”

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To hear Mike Wilson’s prediction for the S&P 500: https://www.bloomberg.com/news/videos/2023-01-04/mike-wilson-s-p-500-slide-to-3-000-very-achievable-video
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44 Comments

44 Comments

  1. @raynoldgrey

    December 30, 2023 at 5:29 am

    Despite the fact that I invest, I am saddened by my inability to evaluate each company's performance and determine whether or not this is the ideal time to purchase stocks. My monetary stockpile is being depleted by inflation. At this stage, I need accurate market trajectory data, but I'm not sure what to do.

  2. @thisguy73

    December 30, 2023 at 5:29 am

    He has been destroyed on this call unfortunately

  3. @bastianrusso

    December 30, 2023 at 5:29 am

    Thank you for your insight, may this new year be a full of great accomplishments. The secret to wealth is simple you’ve got to start taking steps to achieve your goal.

  4. @suleimanpeshawari1032

    December 30, 2023 at 5:29 am

    Seems to have aged 10 years in 10 weeks

  5. @angeladeem2988

    December 30, 2023 at 5:29 am

    Heard someone say the best season for a fin.ancial breakthrough is now, especially with inflation running at a four-decade high. I have approximately $250k stagnant in my port_folio that needs growth. What is the best way to take advantage of this downturn?

  6. @ReidCoffman1

    December 30, 2023 at 5:29 am

    As a foreigner who lived through the entire duration of zero covid for the past 3 years in China, this is by far the most objective commentary I’ve seen on YouTube to date. Economists and business leaders are voicing concerns at the start of 2023 that the year could be a difficult one. JPMorgan Chase & Co. Chief Executive Jamie Dimon said Tuesday that the Federal Reserve may need to raise interest rates to 6% to fight inflation, higher than the peak level between 5% and 5.5% in 2023 that most Fed officials penciled in after their December meeting. Although I read an article of people that grossed profits up to $500k during this crash, what are the best stocks to buy now or put on a watchlist

  7. @Jordansteven40

    December 30, 2023 at 5:29 am

    Predicting< a reversal of a trend is NOT good for business now, and even worse, I believe there is more to this market than we understand presently. When there is loss, they don't aim to increase their average, but that can only change if you have a personal trade guide and signal provider like that of Gray Walter which has made me almost 9.5btc on a 2 btc Trade capital over the last 2 months.
    Make a good decision. Markets fluctuate in cycles that can last anywhere from a few days to several years. In the case of B -TC, it's difficult to make a bullish case simply from looking at the charts.

  8. @Bonescratcher

    December 30, 2023 at 5:29 am

    I love how this guy thinks he has a crystal ball 😂

  9. @wendyjones363

    December 30, 2023 at 5:29 am

    There's already huge supply shortages. I'm sure humanity will rise to the occasion and overcome these problems to ensure that we have a bright future.

  10. @5876efcn

    December 30, 2023 at 5:29 am

    I see more American are uneducated and homeless than immigrants coming in to America to work.

  11. @HungTran-pi1uo

    December 30, 2023 at 5:29 am

    ⚔️Pearl Harbor, Japan killed 24,000 Americans and the Japanese were punished. And now, with biological weapons in Wuhan, the CCP has killed 1,200,000 Americans, killed 6,400,000 people around the world and cost the US, EU and the World trillions of dollars in damage. In 1950, the CCP invaded the State of Tibet and strongly persecuted the Tibetan people. The CCP invaded the Uighur Nation of Xinjiang, persecuting and killing the Uighurs. The CCP's killing caused the indigenous population in: Tibet Country, Xinjiang Country, Ningxia Hui Nation, Guangxi Country, Inner Mongolia Country to seriously decrease. The United States and its Allies, the United Nations, the World need to help Tibet, Xinjiang, Inner Mongolia, Guangxi, Hui Ningxia, Hong Kong, … become independent countries from the CCP zombie invasion. The CCP zombies seriously threaten to invade and expand the East Sea, East China Sea, Taiwan, India, etc. The CCP has invaded 200 nautical miles of many countries to exploit seafood. The CCP supports Pakistan against India, supports Iran, North Korea, … against the US and its allies. The CCP threatens to expand the 'global supply chain' and expand the Army to invade, threatens to 'expand the debt trap with many countries' by 'lending to invade'. The CCP brutally represses, detains and kills people in Hong Kong, Xinjiang, Tibet, Guangxi, Inner Mongolia… Over the past 30 years, the CCP has stolen technology, copyright, intelligence and information confidential information of the US and EU through Huawei, ZTE, … from international students and Chinese living abroad. The CCP 'drinks all the water of the Mekong River in the dry season and releases the water causing flooding downstream in the rainy season'. The CCP has invaded and seriously threatened the 'border invasion' of 13 neighboring countries. The CCP invaded the economies of many countries: '' by living and naturalizing people of Chinese descent. They hold many important companies and hold 60-80% of the economies of many countries. The threat of the CCP is too great and serious. The US, EU and International quickly ‘punish and destroy the zombies of the CCP. And quickly knock down and destroy the 'economy of the CCP'.🚨The CCP is a major, serious threat to the Security of the United States and the West and the World. Comprehensive economic embargo and liberated Xinjiang, Tibet, Inner Mongolia, Hui Ningxia, Guangxi, Hong Kong, and Taiwan into independent countries, free from CCP aggression and oppression. Those were 2 fatal blows that killed the CCP🇺🇸🇯🇵🇬🇧🇪🇺.

  12. @liamporter1137

    December 30, 2023 at 5:29 am

    US hopes China opening will help US economy yet treat China as an enemy and create cold war with China. What an idiot. US and West spread lies and misinformation just want to demonize China in order to contain China progress. US and West are despicable and lost their dignity in front of the world to see.

  13. @beecee7359

    December 30, 2023 at 5:29 am

    CNBC do you condone your VP threatening and assaulting reporters? You can't compete with REBEL

  14. @liamporter1137

    December 30, 2023 at 5:29 am

    US collapse is inevitable. Why would one can think that printing money freely and irresponsibly, use US dollar as a weapon where everyone has started to forego US dollar plus sky-high debt have no consequences? This bubble busting is in the works for many years already and yet the people here are burying their heads in the sand for ages.

  15. @havisrobert4492

    December 30, 2023 at 5:29 am

    With this crash I'll say it wont be too easy to pick the right stock, Jim Cramer said there are still huge opportunities despite the crash, and I overheard someone talk about making $250k from about $110k since the crash. How do I make these kind of returns?

  16. @mmercato7174

    December 30, 2023 at 5:29 am

    3300 haaahaaaahaaaaaaaa 🤣😂😂

  17. @lemisosaroni8857

    December 30, 2023 at 5:29 am

    Bottoms are a process, not an event. Dead cat bounce if you ask me.

  18. @frankperez5217

    December 30, 2023 at 5:29 am

    This man’s calls have been extremely accurate. He’s really the only person that I trust.

  19. @terungwaawarga

    December 30, 2023 at 5:29 am

    <Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further.>

  20. @paultweedley2026

    December 30, 2023 at 5:29 am

    To negitive on US teck, and these guys are supposed to be super clever, US teck companies are in the main dynamic.

  21. @asodolkhan1651

    December 30, 2023 at 5:29 am

    🤗<<Thanks for the update and keep doing what you do. My journey in the current market has taught me a lot of lessons, at the top of that list is that it never pays to live above one's means. I have managed to grow a nest egg of around $600k to a decent 7 figures in the space of a few months. Sad to say but a lot of us have poor money management skills. My 2 cents -get an advisor to keep you accountable and aid you make better decisions, Randy Douglas has been helping me a lot, all through my journey. I find it better to pay a little bit more for peace of mind than worry about money or market trends and still get >burned.

  22. @xrpdocnewman8114

    December 30, 2023 at 5:29 am

    This guy has a very low IQ

  23. @yoyoraazi8615

    December 30, 2023 at 5:29 am

    Which earnings? GAAP or Adjusted? GAAP will be lower but Adj. probably not that much, which is why stocks will likely do much better than what people expect

  24. @larryd1816

    December 30, 2023 at 5:29 am

    Why does this guy’s analysis matter if it’s all a 50/50 probability? People will do as they want – early or late – and befuddle Mike’s perfect world.

  25. @praveenspike

    December 30, 2023 at 5:29 am

    Sector wise recession has been going on in terms of soft landing, first real estate took hit and now the Job market has started.

  26. @Sam-pj8yp

    December 30, 2023 at 5:29 am

    A weakening dollar is inflationary. Oil futures are now increasing. China reopening will be inflationary because of higher demand for commodities. Fed will have to kill this rally again.

  27. @gum7719

    December 30, 2023 at 5:29 am

    positives are priced in the market but a future fed decision isnt? Stop playin ya self mr. willy, company earnings are looking good, and so is the economy, stop betting on a economic downfall, nov. dec. rallies was nothing. Last year was the largest shorting marathon in the history of the market. He's trying so hard just like all bears do, to try and use words the change trading sentiment lmao, hes been burnt so bad its not even funny

  28. @VintageTubeTone

    December 30, 2023 at 5:29 am

    Solid, if not thrilling bank earnings last week, compromised only by loan loss reserves (a management decision). Lots of companies reporting this week. We'll have a good sense by week's end of whether this earning recession materializes or not.

  29. @devildevil2271

    December 30, 2023 at 5:29 am

    World can't survive without China, just like Caucasian men can't do without the beautiful Chinese women 😂😂

  30. @jimmyz5831

    December 30, 2023 at 5:29 am

    Funny how everyone "called" everything in retrospect. That's what happens if you answer questions very vaguely.

  31. @smileyjay2753

    December 30, 2023 at 5:29 am

    Market is focused on inflation dropping. Earnings missing will lead to unemployment, which is also bullish to get the fed to change course. Mike also doesn't seem to have priced in the drop in value of the dollar in terms of the stock prices.

  32. @charlottedavis8047

    December 30, 2023 at 5:29 am

    America as we know it is finished. All indications point to 2023 being a year of severe economic pain across the country. Put that money to work right away to make it grow. I knew I had to make an investment. I never imagined that a few thousand dollars per month would add up. However, it is. I've made around $600k since 2020..

  33. @WalayatFamily

    December 30, 2023 at 5:29 am

    Thuis clown flip flops from week to week

  34. @michaelmoran8755

    December 30, 2023 at 5:29 am

    I like Mike Wilson’s analysis, and am excited to hear that if we get through the first half of this year without flirting with October lows, then it’s not gonna happen.

    Idk why people talk about how accurate Mike was in 2022 when he called for it S&P 4800 at the start of 2022. After that he has been spot on, yes.

  35. @johnc7279

    December 30, 2023 at 5:29 am

    Timing the market never works out. No one can consistently do it.

  36. @chunzhu5049

    December 30, 2023 at 5:29 am

    god i hope hes right

  37. @STLT

    December 30, 2023 at 5:29 am

    So the mkt might go up or it might go down…Brilliant…

  38. @dimiimid5462

    December 30, 2023 at 5:29 am

    This guy is very stupid and he looks sick; we have a rally now because the bearish mokeys should cover their shorts 🙂 come on bloomberg, so cheap manipulations, please apologize!

  39. @lambertois11

    December 30, 2023 at 5:29 am

    The first wave of infection in China will results in COVID virus mutations ; COVID virus mutations will cause wave and wave of reinfections for most of 2023.
    You have to take the optimist opinions of some financial corporations with a large dose of skepticism!! Some foreign banks are saying that China has quite a way to run. Either these foreign banks are living in fantasy land or have become a mouthpiece of the CCP propaganda apparatus?

  40. @aprilfook7787

    December 30, 2023 at 5:29 am

    I actually think recession may come in the second half of the year…

  41. @livefromplanetearth

    December 30, 2023 at 5:29 am

    i need to invent an indicator to predict the lag time between mike wilson’s view and how much the trolls will squeeze up until wilson’s harsh ass views become manifest

  42. @shdmd2118

    December 30, 2023 at 5:29 am

    If a China is good, Apple will be good.

    Europe? No thanks. The second US stops aid to Ukraine… Europe will be bad

  43. @shdmd2118

    December 30, 2023 at 5:29 am

    What hap me to Europe stocks the second US pulls Ukraine aid in 2023?

  44. @shdmd2118

    December 30, 2023 at 5:29 am

    China reopen is good for Apple

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What to Know About Trump’s Sweeping New Tariffs

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The US extended a 10% tariff baseline hitting most major trading partners, prompting pushback from countries around the world. #trump #politics #news #usa

The US Trade Representative’s office laid out how it will collect duties of 10% to 12.5% on imports from almost 60 countries and the European Union, effective Friday.

The rationale was that the targeted economies failed to prevent forced labor in their supply chains, according to the US Trade Representative’s office.

Read more: https://www.bloomberg.com/news/articles/2026-07-24/trump-extends-10-tariff-baseline-in-broad-use-of-trade-powers

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Warsh Says Inflation Isn’t Slowing | Radio Balance of Power: Early Edition 8/28/2026

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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Tyler Kendall discuss Fed Chair Kevin Warsh’s speech in Jackson Hole. On today’s show, Austrian National Bank Governor Martin Kocher, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and Retired US Army Brigadier General Leela Gray.

Chapters
00:00:00 Radio Balance of Power: Early Edition
00:01:46 Market Update: Stocks, Bonds & Oil
00:03:54 Warsh Vows to Return Inflation to 2%
00:05:22 Austrian Central Bank Governor on Warsh’s Speech
00:07:20 Europe, Energy Prices & the Inflation Fight
00:10:13 Global Debt & the Challenge for Central Banks
00:12:23 Is AI Inflationary or Disinflationary?
00:14:24 Europe’s Economy & Higher Oil Prices
00:17:04 Iran, Inflation & the Strait of Hormuz
00:19:01 Market Update After Warsh’s Jackson Hole Speech
00:20:19 Why Long-Term Bond Yields Are So High
00:22:44 Treasury Intervention & the Bond Market
00:25:25 Political Panel on Warsh, Rates & the Economy
00:27:07 Economic Anxiety Ahead of the Midterms
00:29:01 Could the Fed Hike Rates Before the Election?
00:30:46 Housing Affordability & Mortgage Rates
00:32:35 Market Update: Yields Jump, Tech Stocks Fall
00:34:26 What Comes Next After Warsh’s Speech?
00:35:26 Jobs, CPI & the September Fed Decision
00:40:08 Six Months Into the Iran War
00:41:12 Gen. Leela Gray on Iran & the Cost of War
00:43:02 Diplomacy, Sanctions & Military Action
00:44:10 Iran, Cybersecurity & Emerging Threats
00:45:25 Defense Spending, Drones & Future Warfare
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Hormuz Oil Flows Recover as Supply Fears Ease | Horizons Middle East & Africa 8/28/2026

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Oil markets focus on the recovery of shipping through the Strait of Hormuz as flows begin to improve and concerns over supply disruptions ease. Goldman Sachs estimates Gulf oil exports remain below pre-war levels, while total flows recover toward 15 to 16 million barrels a day. The US says sea mines have been cleared from Hormuz.
Qatar and Iran discuss the possibility of restarting talks with the US, while Trump rejects returning to the June Iran deal. Rising Hormuz flows are helping reduce fears of a prolonged oil supply squeeze.
Venezuela considers leaving OPEC after nearly six decades of membership as the US weighs opportunities in the country’s oil sector. An exit could have wider implications for OPEC and the global politics of oil.
Markets turn to Jackson Hole, where Fed Chair Warsh is set to deliver his first major speech at the gathering. Fed officials remain divided over the path for interest rates, with Goolsbee calling for evidence that inflation is persistent and Schmid saying higher rates could be appropriate. Investors also assess whether the US midterm elections could influence Fed policy.
Gold has gained sharply this month as investors reassess the rate outlook, while demand for additional gold stockpiles grows in Singapore and Hong Kong. Japan’s two-year bond auction sees its weakest demand measure since 2016, adding to concerns in Asian fixed-income markets.
US-Canada trade tensions remain in focus, with Greer suggesting the US may need to consider restrictions on Canadian goods. Trump also criticizes Canada over trade relations and changes the name of a major lake.
In sports, LIV Golf faces questions over its future as the Saudi-backed circuit confronts funding challenges and uncertainty over its place in professional golf.
Nepal’s flood disaster worsens, with the death toll reaching 469 and more than 1,200 people still missing. Reconstruction could cost billions of dollars as the country assesses the damage.
In Zambia, police build a treason case against an opposition leader arrested shortly after the August 13 election, while inflation falls to an eight-year low. Guests includes Selina Ling, OCBC Chief Economist and Guy Wolf, Marex Global Head of Market Analytics.

Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.

Chapters:
00:00:00 – Introduction
00:06:10 – Gulf Oil Exports at Two-Thirds of Pre-War Levels
00:13:26 – Warsh to Make First Jackson Hole Speech as Fed Chair
00:15:15 – Selina Ling, OCBC Chief Economist
00:20:37 – LIV Golf’s Uncertain Future
00:27:24 – Guy Wolf, Marex Global Head of Market Analytics
00:31:33 – Jeffrey Schmid, Kansas City Fed President
00:37:14 – Swarnim Wagle, Nepal Finance Minister
00:38:44 – Binod Chaudhary, Chaudhary Group Chairman & President
00:42:30 – Election Dispute in Zambia
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Bloomberg Surveillance 8/25/2026

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Treasury vs. Bond Market, Nvidia and Canada Trade War
05:11 Treasury Can’t Override Bond Market Forces — George Goncalves, MUFG
17:59 Iran Can’t Be Economically Strangled Without China — Lt. Gen. Karen Gibson (Ret.), Academy Securities
35:12 Canada Is Showing Trump It Won’t Back Down — Kate Kalutkiewicz, Former Trump White House Trade Official
42:24 Treasury Move Is Another Way to a Weaker Dollar — Kit Juckes, Société Générale
54:55 5% Treasury Yield Could Trigger Stock Reckoning — Lisa Shalett, Morgan Stanley
1:07:55 Canada Fight Helps Trump Rally MAGA Voters — Henrietta Treyz, Veda Partners
1:17:00 AI Boom Hasn’t Even Reached Sovereign Buildout — Ted Mortonson, Baird
1:28:37 Treasury Needs Issuance Cuts to Really Move Yields — Meghan Swiber, BofA Securities
1:40:43 Bond Vigilantes Are Back for First Time in Decades — Dan Suzuki, iCapital
1:49:36 United Sees No Cracks in Travel Demand — Scott Kirby, United Airlines
2:06:57 Fed Could Still Hike Three Times This Year — Robert Sockin, PGIM
2:15:58 Everyone Is Afraid to Say the Economy Is Fine — Dan Greenhaus, Solus Alternative Asset Management
——–
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Munster Expects Nvidia Revenue to Grow by 90% in 2027

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Gene Munster, Deepwater Asset Management managing partner, says what’s been happening with Nvidia is “breathtaking.” He expects revenue to grow by 90% for the calendar year 2027. He speaks on “Bloomberg Surveillance.”
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