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Morgan Stanley's Wilson says US stocks may offer buying opportunity after midterms

NewsFeeds update

Morgan Stanley chief US equity strategist Mike Wilson said the US stock correction since June is in its final phase and that the midterm elections, whatever the result, could clear uncertainty and open a buying opportunity in quality cyclicals. He cited average large-cap gains of about 15-16% in the six months after past midterms.

MacroChainCatcherAINeutral

Read the original on ChainCatcher

The story so far: Morgan Stanley S&P 500 outlook

Morgan Stanley's Mike Wilson kept his year-end S&P 500 target of 8,000 with tactical downside of 7,100-7,200, warning the correction may deepen on AI financing strains, midterms and tighter financial conditions. Wilson now says the correction since June is in its final phase and the midterms could clear uncertainty…

  1. Morgan Stanley's Wilson keeps S&P 500 year-end target of 8,000

    Morgan Stanley chief equity strategist Mike Wilson kept his forecast that the S&P 500 will close the year at 8,000, with a tactical downside of 7,100-7,200, saying upcoming events including the midterms should mark the end of the current correction. He is relatively cautious on semiconductors.

    MacroChainCatcherAINeutral

  2. Morgan Stanley's Mike Wilson says S&P 500 may fall another 8%

    Morgan Stanley warned US stocks may not have finished their correction, with AI financing strains, the midterm elections and tighter financial conditions possibly pushing the S&P 500 to about 7,100, roughly 8% lower. Chief US equity strategist Mike Wilson still expects a rebound to 8,000 by year-end.

    MacroOdailyAIBearish

  3. Morgan Stanley's Mike Wilson says buy US stocks on dips whatever midterm result

    Morgan Stanley chief US equity strategist Mike Wilson says midterms, AI spending worries and liquidity constraints could pull the S&P 500 back about 9% from its recent record high to 7,100, creating a buying opportunity. He expects the index to reach 8,000 once those risks clear.

    MacroOdailyAINeutral

  4. AI boom faces bond market, earnings and election risks, report says

    The AI boom is under pressure from three sides: bond markets for AI cloud companies are near closed as financing gets harder, big tech capital spending is squeezing free cash flow and share prices, and midterm election campaigning may bring tighter rules as data centre opposition grows.

    AIChainCatcherAINeutral

  5. Morgan Stanley's Wilson says US stocks may offer buying opportunity after midterms

    Morgan Stanley chief US equity strategist Mike Wilson said the US stock correction since June is in its final phase and that the midterm elections, whatever the result, could clear uncertainty and open a buying opportunity in quality cyclicals. He cited average large-cap gains of about 15-16% in the six months after past midterms.

    MacroChainCatcherAINeutral

More Macro updates

  1. Coinbase prediction market puts Democrats' Senate odds at 77% for 2026 midterms

    MacroBloomingbitAINeutral

  2. US semiconductor stocks extend gains, AMD, SanDisk and Cerebras up over 5%

    MacroOdailyAINeutral

  3. US cloud computing stocks rise, IREN gains more than 9%

    MacroOdailyAINeutral

Every Macro update on NewsFeeds

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.