This group of inflation-levered stocks could have 20% upside, Morgan Stanley says

Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley.

Adam Jeffery | CNBC

The large rounds of stimulus spending and expected economic reopening later in 2021 has some strategists and economists worried about inflation, but rising prices could be good news for some stocks, according to Morgan Stanley.

The bank’s chief U.S. equity strategist Mike Wilson said in a client note on Monday that stocks that are correlated with inflation could be poised for a breakout.

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