Morgan Stanley’s Weekly Warm-up: When Markets Question the “Higher Powers,” They Can Re-price Quickly

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By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased markedly. We think stocks are next as investors realize earnings guidance looks unrealistic. This is when the ERP typically reprices, and stocks may finally get ahead of the downside we see in earnings estimates. Bond markets no longer appear to believe…

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