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Mike Wilson On The Fed's Latest Rate Cut and What's Next In 2026
Manage episode 516657941 series 2866750
Guy Adami and Dan Nathan are joined by Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley. They discuss the complexities of the current market landscape, including key topics such as the impact of the Fed's recent rate cuts, the significance of US-China relations, and the importance of Nvidia in the market. The conversation also delves into the broader economic strategies being employed, including deregulation, the rebalancing of the economy, and the implications of small business growth. Mike shares his thoughts on potential inflation, wage growth, and the future of energy and healthcare sectors. The discussion highlights indicators of potential market corrections, the risks associated with AI investment, and the evolving nature of financial markets. —
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YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
878 episodes
Manage episode 516657941 series 2866750
Guy Adami and Dan Nathan are joined by Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley. They discuss the complexities of the current market landscape, including key topics such as the impact of the Fed's recent rate cuts, the significance of US-China relations, and the importance of Nvidia in the market. The conversation also delves into the broader economic strategies being employed, including deregulation, the rebalancing of the economy, and the implications of small business growth. Mike shares his thoughts on potential inflation, wage growth, and the future of energy and healthcare sectors. The discussion highlights indicators of potential market corrections, the risks associated with AI investment, and the evolving nature of financial markets. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
878 episodes
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