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2021-07-27

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Peak Growth Fears Ease Enough to Stir Backing for Cyclicals

(Bloomberg) -- Strategists are pushing back against “peak growth” worries in markets, arguing some s

Peak Growth Fears Ease Enough to Stir Backing for Cyclicals

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Equities that suffered from risks linked to the delta Covid-19 variant, like energy, are set to rally from this week, according to Fundstrat Global Advisors LLC’s Tom Lee.</p>\n<p>“Investors are concerned about the impact on economic growth from the delta variant, but the new strain should not pose a major market risk,” the Goldman team wrote Friday. It backs “tactical positions in virus-exposed cyclicals alongside longer-term investments in high-quality secular growth stocks.”</p>\n<p>Key U.S. equity gauges have recovered to hit records after swooning at the start of last week when worries about the spread of the delta strain gripped investors. But other parts of the financial markets continue to flash warnings about economic growth risks from virus flareups.</p>\n<p>For instance, U.S. 10-year real yields have fallen to a record low. 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Equities that suffered from risks linked to the delta Covid-19 variant, like energy, are set to rally from this week, according to Fundstrat Global Advisors LLC’s Tom Lee.\n“Investors are concerned about the impact on economic growth from the delta variant, but the new strain should not pose a major market risk,” the Goldman team wrote Friday. It backs “tactical positions in virus-exposed cyclicals alongside longer-term investments in high-quality secular growth stocks.”\nKey U.S. equity gauges have recovered to hit records after swooning at the start of last week when worries about the spread of the delta strain gripped investors. But other parts of the financial markets continue to flash warnings about economic growth risks from virus flareups.\nFor instance, U.S. 10-year real yields have fallen to a record low. Shares in emerging markets -- where vaccinations are lagging and some countries have imposed curbs on mobility -- are at a 17-year relative low against developed-market peers.\nJPMorgan Chase & Co. strategists are also among those expecting a comeback for cyclicals. Fundstrat’s Lee predicted “a stronger, more generalized ‘risk on’” starting soon. S&P 500 sectors linked to reopening, like energy and materials, outperformed Monday as the index pushed to another all-time high.\nOther commentators remain circumspect. 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Peak Growth Fears Ease Enough to Stir Backing for Cyclicals

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