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2021-07-02

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GRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices

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The Delta variant is now present in over 90 countries and has become the most prevalent variant among new COVID-19 cases in the United States, according to California-based genomics company Helix. So far, however, it is hard to tell how much the new strain will disrupt the global growth rebound that has helped power risk assets higher in recent months. Here are some assets where concerns over the Delta variant may be moving the needle. TRAVEL AND LEISURE STOCKS Southwest Airlines , American Airlines , Delta and Carnival Corp made the list of the 25 worst performing stocks over the last 1 month, a Reuters analysis showed. The Dow Jones U.S. Travel &amp; Leisure Index fell 3.35% in June, compared with a 2.2% gain for the S&amp;P 500 Index . Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however. CURRENCIES Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound. The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June. \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc. \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\" TREASURIES Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets. \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday. \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said. GROWTH VS VALUE So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately. Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com , Netflix , and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications and ETSY Inc , have risen. JP Morgan's Marko Kolanovic believes the shift resembles <a href=\"https://laohu8.com/S/AONE\">one</a> that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed. \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said. &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip GRAPHIC: FX performance GRAPHIC: Paring gains GRAPHIC: Growth narrows gap with value ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGRAPHIC-COVID Delta variant worries bubble to the surface in some asset prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nReuters \n2021-07-02 13:00\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>By Saqib Iqbal Ahmed NEW YORK, July 2 (Reuters) - Worries over the spread of the Delta coronavirus variant are emerging in various corners of global financial markets, even as U.S. stocks hover near record highs. The Delta variant is now present in over 90 countries and has become the most prevalent variant among new COVID-19 cases in the United States, according to California-based genomics company Helix. So far, however, it is hard to tell how much the new strain will disrupt the global growth rebound that has helped power risk assets higher in recent months. Here are some assets where concerns over the Delta variant may be moving the needle. TRAVEL AND LEISURE STOCKS Southwest Airlines , American Airlines , Delta and Carnival Corp made the list of the 25 worst performing stocks over the last 1 month, a Reuters analysis showed. The Dow Jones U.S. Travel &amp; Leisure Index fell 3.35% in June, compared with a 2.2% gain for the S&amp;P 500 Index . Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however. CURRENCIES Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound. The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June. \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc. \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\" TREASURIES Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets. \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday. \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said. GROWTH VS VALUE So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately. Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com , Netflix , and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications and ETSY Inc , have risen. JP Morgan's Marko Kolanovic believes the shift resembles <a href=\"https://laohu8.com/S/AONE\">one</a> that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed. \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said. &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip GRAPHIC: FX performance GRAPHIC: Paring gains GRAPHIC: Growth narrows gap with value ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NFLX":"奈飞","SQQQ":"纳指三倍做空ETF","CCL":"嘉年华邮轮",".SPX":"S&P 500 Index","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","QQQ":"纳指100ETF","AAL":"美国航空","LUV":"西南航空","QID":"纳指两倍做空ETF","ZM":"Zoom","ETSY":"Etsy, Inc.","FXA":"澳元ETF-CurrencyShares","FXB":"英镑ETF-CurrencyShares","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","AMZN":"亚马逊","03086":"华夏纳指","DAL":"达美航空"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148875949","content_text":"By Saqib Iqbal Ahmed NEW YORK, July 2 (Reuters) - Worries over the spread of the Delta coronavirus variant are emerging in various corners of global financial markets, even as U.S. stocks hover near record highs. The Delta variant is now present in over 90 countries and has become the most prevalent variant among new COVID-19 cases in the United States, according to California-based genomics company Helix. So far, however, it is hard to tell how much the new strain will disrupt the global growth rebound that has helped power risk assets higher in recent months. Here are some assets where concerns over the Delta variant may be moving the needle. TRAVEL AND LEISURE STOCKS Southwest Airlines , American Airlines , Delta and Carnival Corp made the list of the 25 worst performing stocks over the last 1 month, a Reuters analysis showed. The Dow Jones U.S. Travel & Leisure Index fell 3.35% in June, compared with a 2.2% gain for the S&P 500 Index . Oil prices, which were hammered in the wake of the pandemic, rose about 10% in June, however. CURRENCIES Worries over the Delta variant are weighing on the currencies of countries where it is spreading quickly, including the Australian dollar and British pound. The moves have contributed to a rally in the U.S. dollar that was sparked by the Federal Reserve’s hawkish shift and saw the U.S. currency gain 2.7% against a basket of peers in June. \"Early on I think the risks of the Delta variant were most apparent in British pound,\" said John Doyle, vice president of dealing and trading at FX payments firm Tempus Inc. \"Now I think it is most apparent in the Oceanic currencies that are generally tied to Asian risk sentiment.\" TREASURIES Some investors have piled into Treasuries in recent weeks, fueled by expectations that U.S. growth may be peaking and the Fed will be less tolerant of rising consumer prices. Some investors believe fresh uncertainty over Covid-19 may be accelerating the move in yields on U.S. government bonds, which are among the world’s most popular haven assets. \"The fear that incremental lockdowns could reappear has recently been a factor\" in Treasury positioning, wrote Arnim Holzer, strategist with EAB Investment Group, in a note on Wednesday. \"Multi-asset and safety seeking does look to be gaining a bit of interest with U.S. Treasury and dollar strength,\" Holzer said. GROWTH VS VALUE So-called value stocks - companies that trade at low multiples to book value and tend to be more sensitive to economic cycles - ripped higher earlier this year on expectations of an economic rebound but have stumbled lately. Meanwhile, shares of growth names, including stay-at-home bets like Amazon.com , Netflix , and Zoom Video Communications and ETSY Inc , have risen. JP Morgan's Marko Kolanovic believes the shift resembles one that took place in February, when investors briefly grew defensive on worries over the Alpha variant, only to sell bonds and pile back into value stocks when the threat had passed. \"We expect this to repeat now as investors assess the so-called Delta variant,\" Kolanovic said. <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC: U.S. travel and leisure stocks dip GRAPHIC: FX performance GRAPHIC: Paring gains GRAPHIC: Growth narrows gap with value ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Reporting by Saqib Iqbal Ahmed; Editing by Ira Iosebashvili and Stephen Coates)((saqib.ahmed@thomsonreuters.com; @SaqibReports; +1 646 223 6054; Reuters Messaging: saqib.ahmed.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/156163277"}