In this episode of the podcast, Mike Wilson from Morgan Stanley explores how the upcoming US election and global liquidity trends are shaping market dynamics. With an optimistic view on quality cyclicals and financial stocks, Wilson suggests that a potential Trump victory, combined with a divided Congress, could benefit pro-cyclical investments. He also highlights how an increase in the global money supply is likely to lift equity prices. While he sees attractive opportunities in the current economic landscape, Wilson notes that the market remains closely linked to changes in election outcomes and liquidity conditions.
