Morgan Stanley’s Wilson Sees Near-Term Earnings Revision Rollover, Led by Semiconductors
2026-06-10 14:27:48
Mike Wilson, Morgan Stanley’s chief US equity strategist and CIO, said recent market volatility reflects an ongoing rotation among cyclical and commodity sectors. According to Bloomberg, he said earnings revision breadth has reached “unsustainably high” levels, particularly in the semiconductor sector, signaling a near-term rollover.
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