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Morgan Stanley Strategy Forum Slidepack
April 12, 2010
This publication contains exhibits to accompany the Morgan Stanley Strategy Forum meeting. A summary of themeeting’s presentations will also be published.
Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should beaware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should considerMorgan Stanley Research as only a single factor in making their investment decision.
For analyst certification and other important disclosures, referto the Disclosure Section, located at the end of this report.
+= Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to NASD/NYSE restrictions oncommunications with a subject company, public appearances and trading securities held by a research analyst account.
 
Greg PetersCredit Strategy
 
3
The Paradox of Strength
Higher Growth Double Dip Rates on Hold Rate Hikes 
Equity Markets Weaken
The quintessentialdouble whammy as theFed tightens intorecession
Equity Markets Weaken
The built-in earningrebound assumptionsare questioned on theheels of growth relapseconcerns
Risk asset utopiaprovided we avert aninflation scare
Equity Markets RallyEquity Markets Weaken
Investors fret about theFed ruining the party
We Are HereConsensus

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sraynovichleft a comment

good MS economic/market preso

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