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Need to Know: The customer is never wrong and will steer $2.2 trillion to these hospitality stocks, says Jefferies

As vaccines take hold in the U.S. and elsewhere, one question for investors is how much of the economic reopening is already priced into markets. Not much, when it comes to hospitality stocks, says Jefferies......»»

Category: topSource: marketwatchMay 25th, 2021

Succinct Summation of Week’s Events 5.21.21

Succinct Summations for the week ending May 21st, 2021 Positives: 1. Economic reopening and normalization is appearing all over the country. 2. Index of leading economic indicators rose 1.6% m/o/m. 3......»»

Category: blogSource: TheBigPictureMay 23rd, 2021

Is the East Bay reopening for business? We asked three city officials.

As vaccinations continue and the post-pandemic environment begins to take shape, thoughts now turn to recovery and policies that can help stimulate economic growth......»»

Category: topSource: bizjournalsMay 13th, 2021

US stocks drop as the economic reopening trade takes a hit

US stocks dropped at the open Tuesday as the economic reopening trade lost steam and major airli.....»»

Category: worldSource: nytMay 4th, 2021

Dow ends more than 200 points higher as investors bet on economic reopening

Stocks ended mostly higher Monday, boosted as investors renewed bets on an economic reopening, leaving cyclically sensitive sec.....»»

Category: topSource: marketwatchMay 3rd, 2021

The Tell: The world risks ‘running out of copper’ — and here’s how high prices may rise as the economy reopens, BofA warns

Copper inventories are falling low just as the global economic reopening gets under way, according to BofA. “If scrap supply doesn't come through, stocks would deplete by 2024,” the bank’s commodity strategists warn......»»

Category: topSource: marketwatchMay 3rd, 2021

Stock market bullishness is at a 13-year high, but euphoric sentiment also means it may soon be time to sell, Bank of America says

"Vaccine deployment, economic reopening, stimulus, etc. are largely priced in," said BofA's equity strategists in a note on Monday. Lucas Jackson/Reuters Bank of America said bullishness in the stock market .....»»

Category: personnelSource: nytMay 3rd, 2021

Oil will surge 19% and copper will see double-digit returns over the next 6 months as economic reopening gives commodities a boost, Goldman says

Tailwinds for commodities include coronavirus restrictions eas.....»»

Category: topSource: businessinsiderApr 28th, 2021

Blackstone"s Jonathan Gray says the private equity giant likes the travel, sustainability, and housing sectors amid the economic reopening

Blackstone has doubled down on "thematic i.....»»

Category: topSource: businessinsiderApr 22nd, 2021

The Tell: Get ready for ‘reflation and reopening’ stock-market trade to kick into high gear, says JPMorgan’s top quant

Bets on reflation and economic reopening suffer a setback, but it's only temporary, according to J.P. Morgan's Marko Kolanovic......»»

Category: topSource: marketwatchApr 21st, 2021

The Tell: Get ready for the ‘reflation and reopening trade’ to kick into high gear, says JPMorgan’s top quant

Bets on reflation and economic reopening suffer a setback, but it's only temporary, according to J.P. Morgan's Marko Kolanovic......»»

Category: topSource: marketwatchApr 20th, 2021

JPMorgan"s quant guru says traders are missing an opportunity to buy high-upside stocks pegged to the economic reopening

A staggered global economic recovery from the COVID-19 pandemic will prolong the reopening trade, JPMorgan's Marko Kolanovic said in a Tuesday note. Noam Galai/Getty Images Investors are underestimating the imminent move hi.....»»

Category: topSource: businessinsiderApr 20th, 2021

War On Cash: The Next Phase Begins

War On Cash: The Next Phase Begins Authored by James Rickards via The Daily Reckoning, With so much news about an economic reopening, a border crisis, massiv.....»»

Category: blogSource: zerohedgeApr 8th, 2021

March began the economic reopening, but its jobs report will hint at how fast things are getting back to normal

Bank of America sees the report kicking off a quarter of job gains averaging 950,.....»»

Category: worldSource: nytApr 1st, 2021

From houses to cars and bikes, everything is getting more expensive as supply-chain issues cripple the economic reopening

Americans are ready to spend. But companies underestimated demand, US shipping ports are congested, and the Texas freeze sidelined production. Bikes.....»»

Category: smallbizSource: nytMar 20th, 2021

An unexpectedly sharp economic rebound could kickstart a massive shakeup that"s almost certain to drag stocks lower

"The reopening trade" lifted Treasury yields to one-year.....»»

Category: topSource: businessinsiderMar 14th, 2021

Dow, S&P 500 close at records on economic reopening hopes, Nasdaq slides

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news......»»

Category: topSource: marketwatchMar 12th, 2021

10-year Treasury yield climbs past key threshold, pulling tech stocks lower as investors reposition to sectors "better suited" for economic reopening

The 10-year yield climbed past a key threshold, weighing further on tech stocks as investors reposition for the full reopening of the.....»»

Category: worldSource: nytMar 5th, 2021

Tech stocks pare deep losses but still decline as Fed"s Powell eases concerns over runaway inflation

New stimulus and economic reopening could lift inflation, but the effect will likely be small and temporary, Powell said. Traders work, as a screen shows Federal Reserve Chairman Jerome Powell's news conference after the U.S. Federal Reserve.....»»

Category: topSource: businessinsiderFeb 24th, 2021

The key to economic recovery? This upstate New York banker says it"s reopening schools

The biggest challenge for Citizens' manufacturing and distribution clients continues to be finding enough employees. The pandemic, and its outsized impact on families and working parents, has not made that easier......»»

Category: topSource: bizjournalsFeb 17th, 2021