Mike Wilson on Fed, Inflation, Artificial Intelligence
Mike Wilson on Fed, Inflation, Artificial Intelligence
#Mike #Wilson #Fed #Inflation #Artificial #Intelligence
“Bloomberg Television”
Morgan Stanley’s Mike Wilson joins “Bloomberg Surveillance” and says the stock market is taking its cues from the bond market. He says the Fed has beat inflation and the AI theme is “overcooked.”
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Belgium dog🐕
7:30 what is this guy talking about? Kamala bad for stocks come on have you seen the trump stock? Also the fed is independent the president can not change the rate? Wel maby after project 2025… plz get this guy of the air
"Mission Accomplished" on inflation? Delusional. CPI has been slayed, inflation is still ripping, this is stagflation. Buy mega cap until the Fed dumps their $7,000,000,000,000 balance sheet.
Morgan Stanley does not know what they are predicting.
This is the roaring 20’s, why would you go defensive?
This fking guy again lol
Of course he says this the day NVDA roars back. This F'ING guy.
Inflation defeated, yet… prices are still 21.2% more expensive since the pandemic-induced recession began in February 2020.
Hi, I would like to know how to understand when to open a deal, because it's quite important, and so everything is very interesting, thank you very much, I hope for productive cooperation)🍊
Do the opposite of what he says and you'll be a winner.
Please! Please! Please! Do not vote for Kamala Harris.
He really missed the boat on the stock market the past two years.
Mike Wilson has been too pessimistic. The semiconductor sector is now trading at a lower P/E than the S&P and the Russell is trading at only 13x. Rates can be lowered and still be sufficiently restrictive
Last time inflation was a problem, now something else. I have not seen any consistency in what Mike has said. It's all noise and one should just ignore it.
Mike is the best at what he does. His thinking is of a great mind
Inflation is over. Your bank account balance has been transferred to the stock market. Hopefully you own NVDA.