Morgan Stanley's chief strategist predicts US stock market bull run may return within six months

Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley, recently stated on a podcast that the impact of the US-Iran conflict on US stocks is similar to the correction triggered by Trump's tariff policy a year ago. He predicts that US stocks may continue to pull back in the short term, but the market could become clearer in six months, with a possible return to a bull market. He believes that the war situation may stabilize, the issue of the Hormuz Strait blockage could be resolved, US energy independence and tax incentive policies may enhance the attractiveness of US stocks, and the scope of corporate earnings growth may expand.