Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

Morgan Stanley’s Wilson Says US Stock Rally Has Further to Run

by Team Lumida
September 2, 2025
in Markets
Reading Time: 3 mins read
A A
0
Morgan Stanley Q2 2024 Earnings Summary

"Morgan Stanley Headquarters (48105951892)" by Ajay Suresh from New York, NY, USA is licensed under CC BY 2.0

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

Powered by lumidawealth.com

  • Morgan Stanley’s Michael Wilson remains bullish, arguing the U.S. stock rally will continue, driven by an “early cycle backdrop.”
  • The core thesis is that upcoming Federal Reserve rate cuts will coincide with robust corporate earnings growth, creating a favorable environment for equities.
  • Wilson believes rate cuts are not fully priced in and sees potential for underperforming, rate-sensitive areas like small caps to catch up.
  • He advises investors to “buy the dips” during expected near-term turbulence from weak September seasonality or a hot inflation print, anticipating a strong finish to the year.

What Happened?
Michael Wilson, who correctly predicted the market’s rebound from the April selloff, reiterated his positive outlook on U.S. stocks. He posits that the economy is transitioning into a beneficial “early cycle” phase where declining borrowing costs will boost, rather than reflect weakness in, corporate profitability. This dynamic, he argues, will sustain the rally that has already pushed the S&P 500 to record highs.

Why It Matters?
This call from a prominent and recently accurate strategist provides a strong counter-narrative to fears that the market is overextended or that the benefits of Fed easing are already reflected in prices. It reinforces the bull case by shifting focus to the earnings cycle and suggests that market leadership could broaden beyond Big Tech to more economically sensitive segments. The “buy the dip” recommendation signals high conviction in the market’s underlying strength despite acknowledging clear short-term risks.

What’s Next?
The market’s immediate focus is on upcoming labor market data, which will be critical for shaping the Fed’s policy decision later this month, where a rate cut is almost fully priced in. The primary near-term risks are September’s historically weak performance and the potential for an unexpectedly high inflation report. Any resulting market pullback will serve as a key test of Wilson’s thesis and provide a potential entry point for investors aligned with his strategy.

Source
Previous Post

Stablecoins Pose Greater Threat to Credit Card Rewards Than Bank Deposits

Next Post

BYD Sales Stumble as China’s Electric Car Upstarts Gain Ground

Recommended For You

Boeing Said to Prepare for 737 Output Hike

by Team Lumida
13 hours ago
a tall building with a sign on top of it

Key Takeaways Powered by lumidawealth.com Boeing is guiding suppliers that 737 Max production could rise to 42 jets/month as soon as October, with further pushes planned (targeting ~53/month by...

Read more

Terraformation’s Tree‑Subscription Service

by Team Lumida
2 days ago
A cell phone sitting on top of a wooden table

Key Takeaways Powered by lumidawealth.com Terraformation (founded by former Reddit CEO Yishan Wong) launched a $25/month subscription that funds planting and multi‑year care for biodiverse forests, with initial projects...

Read more

Boeing to Take Billions in Charges After 777X Delay

by Team Lumida
4 days ago
a tall building with a sign on top of it

Key Takeaways Powered by lumidawealth.com Boeing’s 777X certification and entry‑into‑service have slipped further, now expected in 2027 (early or H2 depending on the read), prompting analysts to forecast a...

Read more

Google to Build $4B Data Center in Arkansas

by Team Lumida
4 days ago
China Stimulus: Enough to Sway Markets?

Key Takeaways Powered by lumidawealth.com Google will invest $4 billion to build a data center on >1,000 acres in West Memphis, Arkansas — its first facility in the state....

Read more

Samsung, SK Hynix Rally on OpenAI Stargate Partnership

by Team Lumida
5 days ago
black and white city building during daytime

Key Takeaways Powered by lumidawealth.com Samsung and SK Hynix struck letters of intent with OpenAI to supply chips and infrastructure for OpenAI’s Stargate AI‑data‑center initiative, sending both stocks to...

Read more

JPMorgan Boosts Alibaba Price Target to Street High on AI, Cloud

by Team Lumida
5 days ago
Tax-Loss Harvesting Surge: JPMorgan’s $15 Billion Windfall

Key Takeaways Powered by lumidawealth.com JPMorgan raised its price target for Alibaba’s Hong Kong shares to HK$240 (end‑2026), implying ~36% upside from the recent close and the highest Street...

Read more

Boeing Begins Early Work on 737 MAX Successor

by Team Lumida
6 days ago
a building with palm trees in front of it

Key Takeaways Powered by lumidawealth.com Boeing has initiated early-stage development of a new single-aisle aircraft to replace the 737 MAX, including flight-deck design work and engine discussions with Rolls‑Royce;...

Read more

China’s PMIs Hint at Tepid Manufacturing Stabilization as Services Cool

by Team Lumida
6 days ago
China’s Bold Economic Moves: What You Need to Know Now

Key Takeaways Powered by lumidawealth.com Official manufacturing PMI ticked up to 49.8 in September (from 49.4), still in contraction for a sixth month; production subindex rose to 51.9, while...

Read more

Goldman Strategists Turn Bullish on Stocks Into Year-End

by Team Lumida
1 week ago
Goldman Sachs Urges Investors to Cut Risk: Is a Selloff Looming?

Key Takeaways Powered by lumidawealth.com Goldman Sachs turned overweight equities on a 3-month view, citing resilient US growth, supportive valuations, and a dovish Fed pivot without recession. Credit cut...

Read more

Tesla Urges EPA to Keep Emissions Rules That Support EV Adoption

by Team Lumida
2 weeks ago
blue coupe parked beside white wall

Key Takeaways Powered by lumidawealth.com Tesla told the EPA it supports keeping the “endangerment finding” that legally underpins Biden‑era tailpipe emissions rules designed to push EV share above 50%...

Read more
Next Post
BYD Shocks Auto Market with 1,300-Mile Hybrids—Can Tesla Keep Up?

BYD Sales Stumble as China’s Electric Car Upstarts Gain Ground

ASML Q2 2024 Earnings Summary

ASML Pitches for India Business as Modi Eyes Local Chip Making

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

Is the AI Tech Rally at Risk? Two Major Red Flags Investors Can’t Ignore

Is the AI Tech Rally at Risk? Two Major Red Flags Investors Can’t Ignore

July 8, 2024
Metaverse Meets AI: A Game-Changer for Investors

Metaverse Meets AI: A Game-Changer for Investors

September 26, 2024
a japanese flag flying in front of a building

Carry-Trade Collapse: How the Rapid Unwind Shakes Global Markets

August 12, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018