Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projections for this year continue to climb.

Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projections for this year continue to climb.

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Bloomberg Talks

Morgan Stanley's Mike Wilson Talks Forward Earnings, Market Swings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f91e372b-9dfc-4478-9106-b46500f51a24/transcript

Nikki Haley, Trump's ambassador to the UN in his first term, discuss the latest in the Middle East. She said the Trump should stop negotiating with Iran and urged him to "go finish what you started." She speaks with Bloomberg's Joe Mathieu and Kailey Leinz. 

Nikki Haley, Trump's ambassador to the UN in his first term, discuss the latest in the Middle East. She said the Trump should stop negotiating with Iran and urged him to "go finish what you started." She speaks with Bloomberg's Joe Mathieu and Kailey Leinz.&nbsp;

Nikki Haley Talks War in the Middle East

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0118c090-0fa2-4b3f-a147-b465015cd2f4/transcript

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

Jim Bianco Talks Resilient Inflation, Restructured Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/537abf1e-ed97-4210-bca2-b46500ee8a97/transcript

With capital markets focused on mega IPOs, like SpaceX, companies with smaller market capitalizations will find it more difficult to get attention in the short term, Thoma Bravo’s co-founder and managing partner, Orlando Bravo, said in an interview with Bloomberg's Dani Burger at the SuperReturn conference in Berlin. The ‘SaaSpocalyse’ is finished, he said, as people are realizing that these companies don’t stay still and that software-as-a-service and agentic AI are going to merge quickly.

With capital markets focused on mega IPOs, like SpaceX, companies with smaller market capitalizations will find it more difficult to get attention in the short term, Thoma Bravo&rsquo;s co-founder and managing partner, Orlando Bravo, said in an interview with Bloomberg's Dani Burger at the SuperReturn conference in Berlin. The &lsquo;SaaSpocalyse&rsquo; is finished, he said, as people are realizing that these companies don&rsquo;t stay still and that software-as-a-service and agentic AI are going to merge quickly.

Thoma Bravo Co-Founder Orlando Bravo Talks Mega IPOs, SaaSpocalypse

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bdb13551-cb28-41dc-a411-b46500e6ba78/transcript

Morgan Stanley's Mike Wilson Talks Forward Earnings, Market Swings

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