Here's how Wall Street says to bet on the post-pandemic economy

Mannequin heads wear masks in the window of a small boutique advertising availability of masks, gloves, and other pandemic necessities amid the Coronavirus outbreak in Arlington, Virginia, on April 27, 2020.
Oliveri Douliery | AFP | Getty Images

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Governors across the United States are slowly lifting the economic restrictions used to slow the spread of the coronavirus, and the speed and success of these reopenings will play a large role in which stocks will be winners for investors. 

"Eventually, economic activity is going to drive a recovery in profits, but because the world has never been through a disruption like this, no one knows with any certainty how fast economic activity will return," Raymond James said in a note to clients.