Morgan Stanley strategist Wilson: Corporate earnings in 2026 will drive a solid rise in US stocks
2025-11-10 15:25:42
Some Wall Street strategists said strong corporate earnings in 2026 would drive US stocks higher, with risks surrounding uncertainty about the outlook for interest rates proving to be only short-term disruptions. Michael Wilson of Morgan Stanley said there were "clear signs" that corporate earnings were recovering and that US companies were enjoying greater pricing power. "While Fed guidance and the government shutdown have weighed on recent price action, these are only temporary headwinds and earnings growth in 2026 will drive strong US equity performance," Mr. Wilson wrote in the report.
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