Multiple Contraction Has Room to Go: Morgan Stanley's Skelly

The video discusses market research and strategy at Morgan Stanley, focusing on multiple contraction and valuation. It covers adjustments in investment strategy, potential market corrections, and inflation risks. The discussion includes sector preferences, growth opportunities, and the impact of investor behavior on market dynamics.

What is the anticipated correction range for the equity market mentioned?

What is the significance of the Fed's tapering schedule as mentioned in the text?

What role do individual investors play in the current market dynamics according to the discussion?