The Labor Market Is Everything, Says Mike Wilson

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Mike Wilson, Morgan Stanley chief US equity strategist, talks about the record run for Chinese stocks and how it's impacting the US market. He also talks about what he's hoping to see from the monthly US jobs report that comes out on Friday. He's on "Bloomberg Open Interest."
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This guy missed the bull from 4000 to 6000 (near)

louislong
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Well said from Mike Wilson. But it's interesting to me how people can have such a good understanding of the markets and still take the wrong side of the trade (i.e. him in 2023) LOL. Little more open to a soft landing now buddy??

LuKiSCraft
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I like Mike Wilson, he calls it like it is without trying to hide anything. Has he been wrong, who hasn't!? I always look for his interviews, he has very good insight.

financialconcepts
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I mean none of chinese moves are destined to benefits US industries or consumers but their industries and consumers. Given that the US has launched a tech and trade war in the last 8 years, I do not find it weird that easing monetary and fiscal measures in China would not impact the US stocks and industries in general. This is indeed the decoupling logic that the US wants so much.

Charles-qekc
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We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly... Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680, 000 savings vanish after putting in so much effort to accumulate them..

Chenghaop