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