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Mike Wilson Says Oil Risk to Equities Not Insurmountable

Bloomberg Markets
Wednesday, September 9, 2026 at 1:09 PM
~4 min read
InflationEquitiesEnergy

Original Report

Mike Wilson, chief investment officer and chief US equity strategist at Morgan Stanley, discusses how markets have “digested” multiple risks through the year and says the firm is rotating instead of...

Mike Wilson, chief investment officer and chief US equity strategist at Morgan Stanley, discusses how markets have “digested” multiple risks through the year and says the firm is rotating instead of reducing their overall exposure to equities. Wilson also warns about concerns in the short term for stocks related to crude product prices. (Source: Bloomberg)

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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