Business
Mike Wilson Sees End to the bear market
Morgan Stanley Chief US Equity Strategist Mike Wilson says US equity markets are likely to rally in early 2023 after this year’s downturn. “Ultimately the bear market will be over probably sometime in the first quarter,” Wilson says on “Bloomberg Surveillance.”
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LIV Golf filed for bankruptcy protection, a dramatic fall for the Saudi-backed league that had big ambitions to challenge the supremacy of the PGA Tour. Randall Williams has more on “Bloomberg The Close.”
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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 than “Bloomberg Surveillance.”
Chapters:
00:00 Fed Hold Bets, CoreWeave Stress and Tech Reset
05:10 Tech Reset Has Further to Go — Keith Lerner, Truist Advisory Services
17:39 Data Centers Become an Affordability Fight — Matthew Aks, Evercore
30:29 Citi Remains Constructive After FICC Trading Beat — David Livingstone, Citi
40:31 Long-End Treasuries Offer Good Value — Andrew Balls, PIMCO
55:25 Treasuries Are ‘Absolutely’ Still a Safe Haven — Priya Misra, JPMorgan Asset Management
1:07:03 Are We Past ‘Peak Anti-AI Sentiment?’ — Ariana Salvatore, Morgan Stanley
1:18:19 Credit Stress Isn’t Contagion Yet — Dominique Toublan, Barclays
1:28:26 Three Fed Hikes Are the Minimum — Calvin Tse, BNP Paribas
1:40:32 Not Ready to Step In on Chip Stocks — Stuart Kaiser, Citi
1:53:20 Chip Bounce Won’t Mean the Selloff Is Over — Jonathan Krinsky, BTIG
2:04:01 Investors Stay in Stocks as Bond Demand Grows — Rick Wurster, Charles Schwab
2:16:17 Anthropic Should Delay IPO Over AI Safety — Mark Levine, New York City Comptroller
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Equity markets steadied after a brief selloff in top-performing technology names, with Micron’s earnings taking on added significance as a test for the rally in artificial intelligence stocks. Micron’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade
00:00:35 – Markt Check
00:02:26 – Tech Losses Resume
00:04:46 – Burnham Seen As Shoo-In for UK PM
00:06:50 – Europe Heat Wave
00:08:01 – KNDS Intention to IPO
00:11:00 – Kospi, Asian Stocks
00:25:05 – Market Check
00:26:08 – Ten Years Since Brexit Vote
00:41:15 – Volatility Is Now a Feature, Not a Bug: MLIV
00:47:27 – Stock to Watch: Tech, Segro, Defense
01:05:47 – KNDS IPO
01:09:13 – Micron Earnings
01:16:51 – Europe Heat Wave
01:23:16 – Europe Commissioner for Competition Teresa Ribera
01:29:35 – Strait of Hormuz Transit Routes
01:33:26 – Chip Demand, AI Spending Test
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“Russian sub-conventional activity will increase.”
Latvia Foreign Minister Baiba Braže warns that as Russia’s war in Ukraine continues, Europe could see an increase in cyberattacks, sabotage and hostile information operations.
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McKinsey stripped partner Chris Bradley of leadership roles following comments he made on LinkedIn about female CEOs.
Alex Morgan explains.
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@mav7079
January 11, 2024 at 2:07 pm
hit 4000-4100 in snp -> 20% plunge in fear of corporate profits weakened in `23 – > make the real bottom -> real rally starting in the spring of `23 with fed's real concern over economy.
@Adam-km3xy
January 11, 2024 at 2:07 pm
This bum Mike Wilson is searching for a bag holder to dump all of Morgan’s growth profile on as they along with Wells and BofA were late to the party of rotating out of growth and into value. What a bum !
@karsaorlong4391
January 11, 2024 at 2:07 pm
Sounds like Mike wants people to buy his bags (and to buy his new book)
@ayindetaylor8423
January 11, 2024 at 2:07 pm
This guy is delusional, We're in a RECESSION/DEPRESSION for the next few years..I want some of what he's smoking 🚬
@curioussand1339
January 11, 2024 at 2:07 pm
You can count on the opposite of whatever Mike Wilson says to be the case.
@andersoncarson8332
January 11, 2024 at 2:07 pm
Every bitcoiner should avoid attempting to predict trend reversals, or even worse, I believe there is more to this market than we currently understand. When people are losing, they don't endeavor to increase their average. using Expert FLOYd JOHNSON assistance, i've made almost 9.5 btc on a 2 btc investment over the last 1 months. things could get worse, so make the wise decision. markets fluctuate in cycles that might span anywhere from a few days to several years. In the case of B -TC, it's difficult to make a bullish case merely by glancing at the chart. it's a lot more complicated than some people want you to believe<
@kenswanstongarrett9866
January 11, 2024 at 2:07 pm
So the screen reads mike wilson doesnt see an end to the bear market and your caption reads he does see an end
@corneliuswalker3319
January 11, 2024 at 2:07 pm
FYI Wilson was just voted #1 analyst by fellow analysts/financial sector
@chriscuntlicker796
January 11, 2024 at 2:07 pm
I just seen this article saying "How the surging U.S. dollar is making it almost impossible to afford anything in countries around the world". I just wanna say that these countries are paying right now for all the free money they received off the backs of the American employee. Eat bugs or pay tax into the United States treasury you're not our problem and the federal reserve should recognize that when they make policy decisions. Either pay taxes to American or become a real country again. Your federal bank is located in America and we should charge them with treason for tailoring policy based on what happens in South America or Asia.
@mml1224
January 11, 2024 at 2:07 pm
MW just cant stop peeing in Tom Lee's GREEN TEA…………no contest this year, mikes bringing in the bulls the more he talk! oyea
@julystylez5087
January 11, 2024 at 2:07 pm
Legend
@stevenellis7492
January 11, 2024 at 2:07 pm
😂
@AJ-iu6nw
January 11, 2024 at 2:07 pm
Mike lost a point with me today. He's not consistent in his viewpoints and so I will not be listening to his opinions from here on out.
@OculusGame
January 11, 2024 at 2:07 pm
What he saw was probably the last braincell leaving his skull.
@truepersona6804
January 11, 2024 at 2:07 pm
IF THE US FED CAN REIGN IN THE HYPERINFLATION UNDER 3% !?!
KEEP ON DREAMING ! 😂🤣😂
@sonicvi
January 11, 2024 at 2:07 pm
“It’s all subject to revision.” In other words, I don’t have any better idea that anybody else and I just like to hear myself talk.
@petermacgregor9805
January 11, 2024 at 2:07 pm
This guy just rolls with the flow. Changes his mind when the market goes up he is a bull and when it goes down he is a bear- always subject to change/ useless commentary.
@alexthomas870
January 11, 2024 at 2:07 pm
Mike Wilson got super bearish at SPX 3600 then the market popped then he said 3600 was good value then it came back to 3600 and he got super bearish again and it popped AGAIN
Bloomberg I watch to speculate on what might happen not what just happened… stop giving this clown airtime!
@zoltantoth1566
January 11, 2024 at 2:07 pm
Being bearish AFTER the price goes down? Should not such a big firm use fundamentals instead of momentums?
@johndingle6293
January 11, 2024 at 2:07 pm
Government intervention at it's finest.
@johndingle6293
January 11, 2024 at 2:07 pm
Wilson had to play with government and democrats. There was trouble brewing in banks like credit suisse. Had to bail them out.
@swaep114
January 11, 2024 at 2:07 pm
* APCX…. AppTech Payment Corp. Monday Launch of CXS Cloud-based Fintech Platform First to Market tech.
@davidngan3391
January 11, 2024 at 2:07 pm
rate hike next week!!!!
@dragon.fromindia3235
January 11, 2024 at 2:07 pm
TIT FOR TAT