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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:

  1. Despite COVID Delta fears, economic data continues to improve
  2. Interest rates may be set to rise over the second half of the year
  3. Economically sensitive sectors are positioned for an explosive rally