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Podcast: Thoughts on the Market
Episode: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Description: Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today I’ll discuss our outlook for 2026 that we published earlier this week.  It’s Wednesday, Nov 19th at 6:30 am in New York. So, let’s get after it. 2026 is a continuation of the story we have been telling for the past yea...