Updated

Updated · Bloomberg · Jun 15

Morgan Stanley Sees US Stock Rally Broadening to Cyclicals as Hormuz Traffic Picks Up

Updated

Updated · Bloomberg · Jun 15

Morgan Stanley Sees US Stock Rally Broadening to Cyclicals as Hormuz Traffic Picks Up

1 articles · Updated · Bloomberg · Jun 15

Michael Wilson’s Morgan Stanley team said US stocks could get another lift if money rotates into cyclical, economically sensitive sectors that lagged during the Iran war.
Reports of increased traffic through the Strait of Hormuz and signs that pressure from rates, oil prices and the dollar is easing underpin that call, the strategists said in a Monday note.
That shift could pull cheaper stocks into market leadership after gains were concentrated heavily in high-growth technology shares.
The view points to a wider rally if geopolitical and macro headwinds keep fading, rather than a market driven mainly by a narrow group of tech winners.

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What key event could derail the market's 'Great Rotation' and send investors fleeing back to the safety of big tech?

With cyclicals already surging in 2026, is it too late for average investors to capitalize on this market leadership shift?

As capital rotates into energy and materials, does this conflict with the long-term global goals of a green energy transition?

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