HISTORICAL FACTS: Mike wilson - The Untold Story

Think the AI Stock Boom Is Ending? Morgan Stanley Says We're Only Mid-Cycle and Names 15 Stocks to Watch

Morgan Stanley sees a classic mid-cycle US market and favours quality large-cap stocks, including Nvidia, Apple, Visa and UnitedHealth, despite economic risks.

International Business Times UK · Sep 24

Rising Treasury Yields Emerge as Threat to Stock Market Rally

The relationship between bonds and stocks has become particularly sensitive in recent months, with investors reacting sharply whenever Treasury yields rise.

International Business Times · Jun 10

Bank of America Warns That 'Too Many Red Flags' in Stock Markets Could Precede The End Of The Rally

Bank of America's head of U.S. equity and quantitative strategy, Savita Subramanian, delivered an unusually direct message to investors, saying that there are "Too many red flags. Take profits."

International Business Times · Jun 9

‘Dr. Doom’ Nouriel Roubini breaks with the crowd on the AI bubble, saying the U.S. is headed for a ‘growth recession’ and not a market crash

“The now common view,” according to the NYU Stern School of Business professor emeritus, “is incorrect over the medium term.”

Fortune · Nov 25, 2025

Corporate America is trying to tell us something about the economy, top analyst says: A 3-year recession for ‘much of the private economy’ ended in April

Morgan Stanley’s Mike Wilson was a lonely voice on Wall Street calling a “rolling recession” when others saw a boom. Now he sees a “rolling recovery.”

Fortune · Nov 5, 2025

Stock Market Today: Dow Jones, Nasdaq Futures Tumble Amid US-China Trade Tensions—Tesla, IBM, American Airlines In Focus

U.S. stock futures were swinging on Thursday following Wednesday’s declines. Futures of major benchmark indices were lower.

Benzinga · Oct 23, 2025

Top analyst still thinks we’re on the cusp of a new boom for the economy, but investors aren’t with him: ‘Markets remain choppy’

Morgan Stanley’s Mike Wilson says he needs to see more before giving the “all-clear” on chances of a further near-term correction.

Fortune · Oct 20, 2025

Top analyst warns that ‘larger than expected correction is likely’ if Trump and China don’t kiss and make up

If the truce in the trade war doesn’t resume by early November, Morgan Stanley’s Mike Wilson writes, brace for a 10% to 15% haircut.

Fortune · Oct 13, 2025

The economy is just getting stronger, not weaker, and ‘we in the economics profession need to look ourselves in the mirror,’ top analyst says

“The consensus has been wrong since January,” Apollo Global Management chief economist Torsten Sløk wrote on Wednesday.

Fortune · Oct 1, 2025

Trump’s $100K visa move 'threw a lot of people, including us,' Cathie Wood says. She's still wildly optimistic about the American economy

This is a short-term thing, the ARK Invest CEO said, adding that it's definitely a "punishment" for India. "Productivity is one of the most potent anti-inflationary forces."

Fortune · Sep 22, 2025