More Confidence in a Bull Market

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at buying opportunities approaching year-end, as U.S. trade policy and the Fed find middle ground. </p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbsp;from Morgan Stanley.</p><p><br></p><p>----- Transcript ----- </p><p><br></p><p><strong>Mike Wilson</strong>: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing recent macro events and third quarter earnings results.</p><p>It's Monday, November 3rd at 11:30am in New York. </p><p>So, let’s get after it.</p><p>Last week marked the passage of two key macro events: the meeting on trade between Presidents Trump and Xi and the October Fed meeting. On the trade front, the U.S. agreed to cut tariffs on China by 10 percent and delay newly proposed tech export controls for a year. In e...