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01:28
Valuations Still Too High
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson, thinks that equity risk premiums are not factoring in growth concerns tied to a slowing economy, which in light of the recent bank collapses has only grown.
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01:22
Are Markets Fighting The Fed?
There are several sayings on Wall Street. One of them is “Don’t fight the Fed”, but markets seem to be doing exactly that. Morgan Stanley Managing Director, Lisa Shalett believes the US equity market is fighting the Fed, ignoring leading economic indicators, and that could mean pain for overly optimistic positions down the road.