Morgan Stanley's Wilson Sees 'Rolling Bear Market' for Stocks, Bonds

The video discusses the retraction of liquidity by central banks like the Fed and ECB, and its impact on risky assets, including US tech stocks. It highlights a rolling bear market affecting sectors differently, with US tech seeing expansion while others contract. Global economic concerns, such as China's slowdown and Europe's weak data, are also addressed. The discussion concludes with a focus on the US economy's current strength and potential future challenges.

What factors are contributing to the selective market corrections observed in various sectors?

How do global economic conditions impact the performance of the US market?