Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

FromThoughts on the Market

Start listening View podcast show

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

FromThoughts on the Market

ratings:

Length:

4 minutes

Released:

Oct 14, 2019

Format:

Podcast episode

Description

On today's episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.

Released:

Oct 14, 2019

Format:

Podcast episode

Titles in the series (100)

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Skip carousel

Mike Wilson: Are U.S. Economic Indicators Flashing Yellow? by Thoughts on the Market
3 min listen
Andrew Sheets: Fed to the Rescue? Maybe Not. by Thoughts on the Market
4 min listen
Andrew Sheets: The Yield Curve Inverts for a Reason by Thoughts on the Market
3 min listen
Michael Zezas: Trade Uncertainty and Corporate Confidence by Thoughts on the Market
2 min listen
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” by Thoughts on the Market
2 min listen
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks by Thoughts on the Market
2 min listen
Mike Wilson: Why Trade Tensions Are Only Part of the Story by Thoughts on the Market
3 min listen
Andrew Sheets: A Narrow Path by Thoughts on the Market
4 min listen
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions by Thoughts on the Market
3 min listen
Andrew Sheets: Let’s Say the Fed Cuts Rates in July… by Thoughts on the Market
4 min listen
Mike Wilson: U.S. Equities: How Much Correction is Ahead? by Thoughts on the Market
4 min listen
Michael Zezas: Healthcare Reform - Here We Go Again? by Thoughts on the Market
3 min listen
Mike Wilson: Are Markets Putting Stock in Trade? by Thoughts on the Market
3 min listen
Mike Wilson: 3 Summer Surprises Investors Could Be Missing by Thoughts on the Market
3 min listen
Andrew Sheets: The Dangers of Cheering for Weaker Data by Thoughts on the Market
4 min listen
Mike Wilson: How Confident Are U.S. Businesses in the Economy? by Thoughts on the Market
3 min listen
Andrew Sheets: What to Watch from the G20 by Thoughts on the Market
4 min listen
Mike Wilson: A G20 Trade Truce? by Thoughts on the Market
4 min listen
Mike Wilson: Will the Fed Surprise on a Rate Cut? by Thoughts on the Market
4 min listen
Michael Zezas: Three Possible Trade Paths from the G20 by Thoughts on the Market
3 min listen
Michael Zezas: Indirect Impacts by Thoughts on the Market
4 min listen
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs by Thoughts on the Market
3 min listen
Andrew Sheets: Can Central Banks Keep Up with Market Expectations? by Thoughts on the Market
3 min listen
Michael Zezas: How Markets View the Pause on Trade Tariffs by Thoughts on the Market
3 min listen
Michael Zezas: Time to Rethink Allocations? by Thoughts on the Market
2 min listen
Andrew Sheets: A Second (and Third) Opinion for Equity Markets by Thoughts on the Market
4 min listen
Michael Zezas: The Story Behind Falling Bond Yields by Thoughts on the Market
2 min listen
Special: Access & Opportunity Preview by Thoughts on the Market
5 min listen
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do by Thoughts on the Market
4 min listen
Michael Zezas: The Fed Rate Cut Debate for Bond Investors by Thoughts on the Market
3 min listen

More Episodes from Thoughts on the Market

Skip carousel

U.S. Housing: What Will Slow Home Price Growth? by Thoughts on the Market
7 min listen
2024 US Elections: The Impact of Inflation by Thoughts on the Market
4 min listen
Special Encore: A Sobering View on the Spirits Sector by Thoughts on the Market
4 min listen
Why Central Banks Still Get It Wrong Sometimes by Thoughts on the Market
3 min listen
Investors Eye Reactions to US Presidential Debate by Thoughts on the Market
3 min listen
Housing Update: Home Prices Unlikely to Decline by Thoughts on the Market
4 min listen
Introducing: What Should I Do With My Money Season 2 by Thoughts on the Market
3 min listen
Why Good Data Is Good For Markets by Thoughts on the Market
4 min listen
Funding the AI Revolution by Thoughts on the Market
4 min listen
Fiscal Sustainability and the French and US Elections by Thoughts on the Market
4 min listen
Navigating the Narrow Stock Market by Thoughts on the Market
5 min listen
Economics Roundtable: Global Elections in Focus by Thoughts on the Market
9 min listen
Economics Roundtable: Investors Eye Central Banks by Thoughts on the Market
12 min listen
Volatility Doesn’t Necessarily Rock the Boat by Thoughts on the Market
4 min listen
Investment Discipline In An Election Year by Thoughts on the Market
3 min listen
Tracking the Rebound in Tech IPOs by Thoughts on the Market
9 min listen
This Is Still India’s Decade by Thoughts on the Market
4 min listen
Cautious Corporate Boards Extend the Credit Cycle by Thoughts on the Market
3 min listen
Convenience Is Compelling by Thoughts on the Market
4 min listen
Presidential Elections Aren’t the Only Important Ones by Thoughts on the Market
4 min listen
Investors Riding an Unpredictable Wave by Thoughts on the Market
4 min listen
What Global Elections Mean for Markets by Thoughts on the Market
4 min listen
Inside Japan’s Economic Transformation by Thoughts on the Market
7 min listen
Special Encore: The Curious Connection Between Airlines and Fashion by Thoughts on the Market
10 min listen
Spirited Debates Around Our Midyear Outlooks by Thoughts on the Market
4 min listen
Why an ‘Everything Rally’ Is Still Possible by Thoughts on the Market
4 min listen
Why TMT Bonds Are Underperforming by Thoughts on the Market
9 min listen
European Economic Outlook: Decidedly More Optimistic by Thoughts on the Market
4 min listen
Global Questions About the US Elections by Thoughts on the Market
2 min listen
Midyear European Equities Outlook: In the Sweet Spot by Thoughts on the Market
3 min listen

Related podcast episodes

Skip carousel

Surveillance: Earnings Story with Wilson by Bloomberg Surveillance
28 min listen
Episode 49: We Actually Review. Beyond the Request: Adding Value: Discover the importance of thorough preparation and genuine engagement for a client's secure financial future. by Federal Employee Financial Planning Podcast
34 min listen
Surveillance: No Recession Anytime Soon, Doll Says by Bloomberg Surveillance
25 min listen
We're in Price Discovery Mode, Wilson Says by Bloomberg Surveillance
31 min listen
Company Overview Of New Mountain Finance Corp (NMFC) by Schwab Network
5 min listen
Surveillance: Post-Virus Recovery with Dudley by Bloomberg Surveillance
35 min listen
Small & Medium-sized Enterprises and the Sino-American Relationship | Gary Biehn, Ron Bracalente, Amy Celico, Linda Mysliwy Conlin: Small and medium-sized enterprises have provided crucial ballast to the U.S.-China bilateral relationship for decades. While the Biden administration’s “foreign policy for the middle class” is a departure in tone from President Trump’s... by NCUSCR Events
76 min listen
Surveillance: U.S. Economic Data With Loh by Bloomberg Surveillance
26 min listen
Stop Worrying About Tech Stocks by What'd You Miss This Week
20 min listen
Surveillance: U.S. Relations With Maduro by Bloomberg Surveillance
32 min listen
How to make your transformation journey about opportunity, not fear: The impetus these days for most organizations is to transform their business to achieve competitive advantage. It’s a good imperative, but the reason for change matters, too. In this episode, David Linthicum talks with consultant and author John... by On Cloud
26 min listen
Strong Job Market: Great For Workers, Challenging For Companies by Schwab Network
6 min listen
281 Jonathan Johnson: Challenge Ideas, Not People: Jonathan Johnson became CEO of in 2019, right before the world was turned upside down by Covid. Like many leaders, he was tasked with difficult choices about how to protect employees and keep the business healthy. But the company was uniquely... by Disrupt Yourself Podcast with Whitney Johnson
59 min listen
Surveillance: Year of the Stock-Picker by Bloomberg Surveillance
22 min listen
Bonus Episode: Getting More People Involved in the Shooting Sports – Nephi Cole: In this special bonus episode, we play back the interview Riley and Jacob was able to do with Nephi Cole, Policy Advisor to Governor Matthew H. Mead of the State of Wyoming. They have been doing some amazing things to attract firearms business to their... by Concealed Carry Podcast - Guns | Training | Defense | CCW
31 min listen
Washington Turmoil May Slow Economic Growth, Bill Gross Says: Washington Turmoil May Slow Economic Growth, Bill Gross Says by Bloomberg Surveillance
39 min listen
Kaleidoscopic Credit: Searching for Clarity in an Atypical Credit Cycle: The current, compressed, and rapidly changing credit cycle, which has experienced dramatic swings in economics, policy, inflation, and corporate fundamentals, has been anything but typical. With a backdrop like this, investors’ and credit... by All the Credit
41 min listen
Surveillance: Dudley Irresponsible, Posen Says by Bloomberg Surveillance
33 min listen
Raising Capital: Navigating 2024’s Fundraising Terrain: Securing funding and raising capital in today’s market can be difficult, but it's not impossible. In this episode, our host Melissa Howatson speaks with https://www.linkedin.com/in/pearrowsmith/, Managing General Partner at https://www.jmi.com/,... by The CFO Show
40 min listen
Three Days at Camp David with Jeffrey E. Garten by Thinkers & Ideas
30 min listen
Surveillance: Pessimism Of Summer Reversed, Shaoul Says by Bloomberg Surveillance
30 min listen
Australia is at an economic crunch point by Making Money Easy
26 min listen
Surveillance: Fed’s Bullard Urges Start of Bond Taper by Bloomberg Surveillance
39 min listen
1,002: Transforming Retail: A Strategic Journey | Joan Hilson, CFO, Signet Jewelers 1,002: Transforming Retail: A Strategic Journey | Joan Hilson, CFO, Signet Jewelers: Joan Hilson, CFO, Signet Jewelers by CFO THOUGHT LEADER
39 min listen
The Carlyle Group's Co-CEO: We won't see a global recession in the next year.: As the stock market continues to make new all-time highs, the Carlyle Group's Co-CEO, Kewsong Lee, says he sees no imminent risk of recession and predicts the US economy will continue to grow. Lee was a recent guest at Yahoo Finance’s All... by Yahoo Finance Presents
19 min listen
Surveillance: The U.S. Economy Is Strong, Rupkey Says by Bloomberg Surveillance
28 min listen
Upcoming Employment Data: Continued Strong Labor Market? by Schwab Network
7 min listen
Why agency business models are hurting effectiveness by The WARC Podcast
37 min listen
Daily Briefing - Sep 10, 2020 - Where and How Will Economic Growth Come Into the Picture?: Ed Harrison and Tyler Neville discuss how the recent market sell-off may have been a temporary equity volatility-driven event due to credit spreads. by Real Vision: Finance & Investing
35 min listen
Business risk: Fundamentals behind the great Canadian restart by Scotiabank Market Points
14 min listen

Discover this podcast and so much more

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?

Description

Titles in the series (100)

More Episodes from Thoughts on the Market

Related podcast episodes