金色财经
金色财经|Mar 11, 2026 10:38
**[Morgan Stanley Chief Strategist Optimistic About U.S. Stocks: Bull Market to Return Within Six Months]** Reported by Golden Finance, Morgan Stanley Chief Investment Officer and Chief U.S. Equity Strategist Mike Wilson recently discussed the impact of the U.S.-Iran conflict on U.S. stocks in a podcast. In his view, the current shock to U.S. stocks caused by the Iran conflict is similar to the tariff shock from Trump's "Liberation Day" a year ago, merely providing an opportunity for a market correction. He predicts that although U.S. stocks may continue to pull back in the short term, the market will become clearer in six months, and a bull market may return. First, despite the unpredictability of military conflicts or oil price trends, Wilson assumes that after the initial surge in oil prices due to the Iran war, the situation may stabilize within six months—similar to the Russia-Ukraine conflict. Additionally, the issue of the Hormuz Strait blockade may be resolved. Second, the growth range of corporate earnings for U.S. companies continues to expand, and this trend remains intact. Third, given the energy independence of the United States, the country is better positioned than Asia and Europe to withstand oil shocks, which may attract investors back to the U.S. Fourth, the tax incentives for capital expenditures and personal tax cuts under Trump's "Big and Beautiful" Act should provide a short-term positive offset to rising oil prices. (East News Agency)
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