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cover of episode Morgan Stanley CIO Mike Wilson Talks Market, AI Trade

Morgan Stanley CIO Mike Wilson Talks Market, AI Trade

2025/5/30
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Mike Wilson: 我认为目前市场的主要风险已经从股市转移到债券市场，特别是全球债券市场和美国国债市场。我们之前避免了关税升级，这在一定程度上缓解了经济衰退的风险，股市的回升也减轻了企业的裁员压力。但现在，我更担心债券市场，特别是如果10年期国债收益率达到5%，可能会对股市产生负面影响，不过我相信届时央行会采取干预措施。此外，我也关注日本央行的动向，他们一直在使用量化宽松政策来支持债券市场，他们的行动也会对全球市场产生影响。我认为各国央行都在密切关注市场，并试图控制关键指标，以维持市场的稳定。

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Mike Wilson discusses the market's fragility, initially seen in a significant sell-off but now shifting to the bond market. He explains how decreased tariff concerns and subsequent stock market recovery have bought time and potentially averted a recession.
  • Fragility shifted from equity to bond market
  • Tariff concerns lessened, averting potential recession
  • Stock market recovery influenced CEO decisions on layoffs

Shownotes Transcript

Morgan Stanley CIO Mike Wilson speaks on the fragility of the markets, bonds, and AI trade with Bloomberg's Matt Miller and Katie Greifeld

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