Joining us right now is Mike Wilson. He is the CIO and chief US equity strategist at Morgan Stanley. And Mike, there have been so many questions about what's happening in the market.Volatility has definitely stepped up, but you've been of this long-term view um that we're in pretty good times for quite a while to come. You still feeling that. >> Yeah, I think our differentiated view is what we've talked about I think in the last time I was on the show is that we we believe that we are in a rolling recession ...

Morgan Stanley chief equity analyst Mike Wilson has been saying for years the U.S. was in a “rolling recession” when economists were seeing nothing but GDP growth. Since April, he’s been declaring a “rolling recovery,” with the early stages of an economic boom working its way through various sectors in the economy. His optimism has been borne out by an economy that has surprised to the upside consistently throughout 2025, with skeptics warning the impact of tariffs and wider macroeconomic uncertainty would ...

September 22, 2025 04:01 AM GMT US Equity Strategy | North America Weekly Warm-up: Will the Fed Catch-Up to the Markets' Demands Fast Enough? Positive operating leverage, falling wage costs, pent up demand and inflecting EPS revisions suggest the recession that some are now fearing is already behind us. The question now is whether the Fed transitions fast enough given what markets expect and/ or need for this new bull market to continue. M Idea Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.W ...