{"id":16353,"date":"2026-05-14T13:59:59","date_gmt":"2026-05-14T13:59:59","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/14\/one-of-wall-streets-biggest-bulls-just-doubled-down-on-stocks-here-are-his-top-trades-for-the-next-year-business-insider\/"},"modified":"2026-05-14T13:59:59","modified_gmt":"2026-05-14T13:59:59","slug":"one-of-wall-streets-biggest-bulls-just-doubled-down-on-stocks-here-are-his-top-trades-for-the-next-year-business-insider","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/14\/one-of-wall-streets-biggest-bulls-just-doubled-down-on-stocks-here-are-his-top-trades-for-the-next-year-business-insider\/","title":{"rendered":"One of Wall Street's biggest bulls just doubled down on stocks. Here are his top trades for the next year. – Business Insider"},"content":{"rendered":"

Mike Wilson<\/a>, the CIO and chief US equity strategist at Morgan Stanley<\/a>, is no stranger to sticking his neck out.
He was one of the few bearish strategists on Wall Street in 2022, a year that saw a bear market in stocks and 19% overall decline. More recently, Wilson stayed bullish throughout the Iran-war sell-off, and was proven right as the S&P 500<\/a> made up losses in a matter of weeks.
The benchmark has continued climbing to record highs since, moving closer to Wilson’s year-end price target of 7,800 \u2014 one of the most bullish calls on Wall Street.
Speaking of S&P 500 price targets, Wilson just rolled out a new one, for mid-year 2027. He sees the index reaching 8,300 by then, a roughly 11% increase from current levels. Given his track record of accuracy in recent years, his latest commentary is must-read material.
Let’s unpack three main factors Wilson sees driving the S&P 500 ever higher:
Wilson points out that the median first-quarter earnings<\/a> surprise for S&P 500 companies has been 6%, the highest in four years. And while AI-focused hyperscalers and chipmakers have been a big part of this, he says other sectors have gotten in on the action.
For the more zoomed out S&P 1500, Wilson says forward EPS growth has also accelerated to 12%, up from 8% at the start of the year.
The blue line in the chart below shows the upward earnings growth trend in action. Not-so-coincidentally, that’s been correlated with a similar rise in the S&P 500.
When stocks reached their Iran-war lows in late March, the damage in the S&P 500 was a 9% drop, a move considered moderate by many strategists.
Wilson argues that \u2014 under the surface of the market \u2014 the damage was deeper, with the S&P’s forward P\/E multiple squeezed by 18%. He says that, in turn, helped to reset valuations at more reasonable levels<\/a> before a sharp recovery.
This catalyst is a holdover from Wilson’s 2026 forecast from last year. He’s actually been talking about it since the Liberation Day lows of April 2025, when he believes a “rolling recovery<\/a>” began.
Wilson is essentially arguing that the US suffered a stealth recession that concluded with Liberation Day. Now he thinks we’re still in the early stages of a bounce back that will juice earnings revisions and lift stocks.
Wilson laid out several investing forecasts, recommendations, and allocation moves:
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source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Mike Wilson, the CIO and chief US equity strategist at Morgan Stanley, is no stranger to sticking his neck out.He was one of the few bearish strategists on Wall Street in 2022, a year that saw a bear market in stocks and 19% overall decline. More recently, Wilson stayed bullish throughout the Iran-war sell-off, and […]<\/p>\n","protected":false},"author":1,"featured_media":16354,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":{"0":"post-16353","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business"},"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/16353","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=16353"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/16353\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/16354"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=16353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=16353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=16353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}