Asset Inflation: The Real AI with Mike Wilson
June 28, 2024
Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. Mike Wilson shares insights on sectors like tech, industrials, and energy, and highlights the importance of watching labor market data and bond market movements. Attention is also given to global elections and their implications for the U.S. economy.
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