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1、August3,201703:04PMGMTUSPublicPolicyMORGANSTANLEY&CO.LLCMichaelDZezas,CFASTRATEGISTMichael.Zezas@morganstanley.com+1212761-8609The'Reregulation'PlaybookMeredithMPickettSTRATEGISTMeredith.Pickett@morganstanley.com+1212296-8165Withkeylegislationcurrentlystalled,weexaminetheMarkTSchmidt,CFAST
2、RATEGISTderegulationeffort('reregulation').Givenconstraints,weMark.Schmidt1@morganstanley.com+1212296-8702expectlittlenear-termmacrostimulus.Atasectorlevel,DavidRisingerEQUITYANALYST'reregulation'offersbenefitstofinancialsanddirectionalDavid.Risinger@morganstanley.com+1212761-6494OnusaChan
3、tanapongwanij,M.D.catalystsforpharma,telecom,tobacco,utilities,&refining.RESEARCHASSOCIATEOnusa.Chantanapongwanij@morganstanley.com+1212761-5672SimonFlanneryWithCongressfacingacrowdedcalendar,callingintoEQUITYANALYSTSimon.Flannery@morganstanley.com+1212761-6432questionthetimingofandcapacit
4、yforlegislativeStephenCByrdexecutiononotherpoliciesthatimpactthemarketandEQUITYANALYSTeconomy(taxreform,infrastructurespending,etc.),weStephen.Byrd@morganstanley.com+1212761-3865thinkitwisetoexaminethepotentialeffectsofDevinMcDermottEQUITYANALYSTactionswithinthepresident'sauthority.Thoughw
5、eDevin.McDermott@morganstanley.com+1212761-1125concedethatthepresident'sclearintenttoderegulateEthanCEllisonRESEARCHASSOCIATEhashelpedbusinesssentiment,wefocusongoing-Ethan.Ellison@morganstanley.com+1212296-5124forwardactions,givenourviewthatactionstodatearealreadywell-reflectedinEvanCalio
6、EQUITYANALYSTkeyriskmarkets.Evan.Calio@morganstanley.com+1212761-6472Herein,weidentifyfivekeytakeawaysforinvestorsuponexaminingtheBennyWongEQUITYANALYSTadministration'smuch-publicizedeffortsatremakingregulations:Benny.Wong@morganstanley.com+1212761-9626BetsyL.Graseck,CFA1.Deregulationmotiv
7、ationamongRepublicansishigh;EQUITYANALYSTBetsy.Graseck@morganstanley.com+1212761-84732.Yet,RepublicanactionislikelyrestrictedtoreinterpretingregulationsMananGosaliaEQUITYANALYST('reregulation')throughexecutiveaction,ratherthanremovinglegislationManan.Gosalia@m
