What is the main focus of the discussion regarding stock performance?
Morgan Stanley’s Wilson Seeks Reflation ‘Needles in a Haystack’

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2.
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How did the pandemic affect the economy and stock market according to the text?
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What are the sectors mentioned that could benefit from the current economic environment?
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What does the speaker suggest about the future of large-cap growth stocks?
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What is the significance of the shift from a monetary policy dominant regime to a fiscal policy dominant regime?
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