Morgan Stanley: Market Turbulence Bodes Well for 2026
Update: 2025-11-25
Description
Morgan Stanleys Mike Wilson argues that recent stock market volatility, particularly in tech, could be beneficial. He believes this instability strengthens the case for the Federal Reserve to lower interest rates, potentially into 2026. Wilson suggests that the markets current behavior may compel the Fed to act, with the likelihood of a December rate cut increasing. However, the outlook for 2026 remains uncertain due to mixed economic data. Wilson views market corrections driven by liquidity issues and expectation resets as buying opportunities, drawing parallels to 2018. He remains optimistic about the next twelve months, anticipating a strong 2026 and a rolling recovery in the economy.
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