
Morgan Stanley’s Mike Wilson sees a selloff taking hold of the S&P 500.
Investors are increasingly worried about the risk of a U.S. recession, following last month’s banking crisis and as more data points to slowing economic growth.

If you think the Federal Reserve wouldn’t dare keep interest rates high and risk throwing the U.S. economy into recession, Keith McCullough would like to have a chat with you. He’s convinced that 2023 will bring a U.S. corporate profit recession and a credit crunch as businesses struggle to obtain financing and pay down debt. Like many market analysts, the CEO of Hedgeye Risk Management spent much of 2022 criticizing the U.S. central bank for allowing inflation to get out of hand, and then
Morgan Stanley analyst Michael Wilson sees the bear market ending later this year as inflation fades and the Fed pauses its interest rate-hike campaign.


“I think it created this narrative that the worst is behind us…the recession happened somehow magically last year,” JPMorgan’s top strategist told CNBC Tuesday. “We don’t agree.”
Stock-market optimism that the peak of inflation is behind us leaves little room for error, says Kramer of Mott Capital Management
Dallas, TX
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