Mike Wilson of Morgan Stanley sees a meaningful role in American stocks, and sees one group of the winner.
“It started with a low-quality footnote, which we expect-the meaning of short pressure,” said CNBC chief investment officials.Fast money“Monday.” Then, what we have noticed is that the seven -seven -a review factors in MAG have already started stabilizing. Therefore, in the last two days although the stocks have been acting better, the index can take higher. How high? 5,900. So, we are almost there. “
It was the main indexes A prominent start for the week. the S & P 500 It gained approximately 1.8 % and closed at 5,767.57-about 6 % less than its highest level ever. At the same time, and Dao Nearly 600 points jumped while Nasdak More than 2 % rose.
the “Seven wonderful “ He had a major role in the two gathering. It includes its members appleand Nafidiaand Definition platformsand Amazonand alphabet, Microsoft and Timing. The electric vehicle’s maker registered for it The best daily performance since November.
But Wilson, a strategic expert on the company’s main American stocks, proposes a narrow window to achieve gains. On Monday, the search note focused on the idea.
He wrote: “It supports a stronger season, low interest rates and excessive momentum indicators, our invitation to a trading collection of about 5500.” “Wear dollar Installing MAG 7 EPS (one arrow profits) can return capital to the United States. Beyond the tactical assembly, Volatility It is likely to continue this year. “
It will not exclude its lowest new levels for this year.
He added: “Whatever the gathering we get now, we believe that it may end up with the profits, to May and June.” “Then, we are likely to make the slightest durable level later in the year.”
According to Lilson, the market weakness is often associated with the basics and technology.
“It has nothing to do with definitions”
“The reason is that the markets are less over the past three or four months, they have nothing to do with definitions,” Wilson said. “It is mostly related to the fact that the profit reviews have erupted.
Wilson S & P 500 The goal at the end of the year is 6500, which means approximately 13 % profit from the closure of the two.
“Can we make a new rise in the second half of the year as people look to 2026? Yes,” Wilson said.
join us For the final interactive, exclusive, personal, with Melissa Lee and merchants for “Fast Money” live in Nasdaq Marketsite in Times Square on Thursday 5 JuneY.
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