America's Great Reopening: The Sequel
In this week’s stock market review, we will assess the impact of rising fear over the spread that the COVID-19 Delta variant has had on economically sensitive stocks and how investors with a long-term mindset can turn the tables against fear. We will also walk through the core factors that need to play out for the reopen trade to generate market-beating returns potentially over the next three months.
Key Takeaways
- Despite COVID Delta fears, economic data continues to improve
- Interest rates may be set to rise over the second half of the year
- Economically sensitive sectors are positioned for an explosive rally
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