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Reopening: It's All About the Execution

By: 3BL Media

With Mike Wilson, U.S. Equities Research for Investors

SOURCE: Morgan Stanley

DESCRIPTION:

High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.

Each week, Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.

Thoughts on the Market is also available as a podcast on Apple Podcasts, Spotify, Google Play and other major podcast platforms. In addition, the most recent episode is available on Amazon's Alexa. Just ask Alexa to "Enable Morgan Stanley" or to "Add Morgan Stanley to my Flash Briefing."

For more about our Alexa skill, visit www.morganstanley.com/alexa

For more Ideas, visit www.morganstanley.com/ideas

Tweet me: High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out. Learn more from @MorganStanley's Thoughts on the Market podcast: https://bit.ly/3xAzy53

KEYWORDS: NYSE:MS, Morgan Stanley, COVID-19, reopening

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