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Mike Wilson Delivers Hotly-Anticipated 2024 US Equity Outlook
55 pages of Mike Wilson. Just imagine.
For market skeptics, Christmas arrives every year in November when Wilson, the standard-bearer for well-reasoned, logical bear takes, releases his year-ahead outlook for US equities.
Wilson's 2024 outlook, published on Monday, is extensive. To the extent it's possible to extract one takeaway, it's probably this: In the near-term, challenges persist, but over the medium-term, an earnings recovery is likely.
At the outset, Wilson conceded that although the
