Morgan Stanley strategists say the easy returns are over for U.S. equities, credits and Treasuries
$SPDR S&P 500 ETF(SPY.US$ $Invesco QQQ Trust(QQQ.US$ $SPDR Dow Jones Industrial Average Trust(DIA.US$
Some highlights of the 2022 global investment outlook from MS.
Some highlights of the 2022 global investment outlook from MS.
- Inflation peaking as supply chains ease up
- S&P500 to decline 5% in 2022
- Europe and Japan reasonably priced and should see growth
- Stock selection to matter more than the style and sector
- Oil (90$/barrel) and Aluminum top pick amongst metals
The 5% predicted drop in S&P500 by MS is bullish compared to the 15-20% correction Mike Wilson has been suggesting for months
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Geertruida : Strategists have been calling for Europe and Japan to outperform the S&P for decades, but they will need growth to outperform. I’m not sure where that growth will come from. Next year may or may not be a good year for the US markets, but I don’t put any stock in brokerage firms’ macro reports.