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Markets Score 48 Bullish

Morgan Stanley Strategist Sees Equity Recovery Amid Geopolitical Volatility

Apr 16, 2026 09:57 UTC
SPX, CL=F
Medium term

Chief Equity Strategist Michael Wilson suggests the S&P 500 is nearing the end of a correction phase. This resilience comes despite a prolonged conflict with Iran and spiking energy costs.

  • S&P 500 trending back toward all-time highs
  • Market resilience observed despite six-week Iran conflict
  • Oil price surges failed to trigger a prolonged bear market
  • Morgan Stanley views current price action as a concluding correction
  • Institutional focus shifting toward long-term picks for 2026

The S&P 500 is demonstrating unexpected strength, clawing back toward record highs despite a backdrop of significant geopolitical instability. Market participants appear to be discounting the long-term impact of recent conflicts, treating the recent downturn as a temporary correction rather than a systemic slide. This shift in sentiment aligns with the views of Michael Wilson, Morgan Stanley's chief equity strategist. In his most recent analysis, Wilson argues that the equity market has entered a phase where the initial shocks of geopolitical noise are being absorbed, potentially signaling the end of the current correction. The recovery is particularly notable given the external pressures of the last six weeks, which included a direct conflict with Iran. This period of instability led to a surge in global oil prices and heightened uncertainty across international trade routes. Despite these headwinds, the market's ability to rebound suggests a strong underlying appetite for risk. Investors are now looking toward specific top picks for 2026 as the broader index stabilizes and the impact of the energy price surge is priced into the economy.

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