HomeTechFAANGHow The Delta Variant Is Effecting The Reopening Trade
How The Delta Variant Is Effecting The Reopening Trade

Bill Stone explains the Delta variant's effect on the economic reopening, namely by looking at its impact on various sectors. He breaks TSA's daily checkpoint total, as well as Apple mobility trends. He also discusses the yield curve and expected Fed rate changes given the data from December of 2019 through present day.

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