Delta Variant Growth Scare Likely Near Peak, Epicenter Likely To Lead If Rates Rise

Summary

- We are making a significant reversal concerning the direction of Interest Rates.

- Importantly, we are not changing any of our sector calls. We are still OW FAANG and N Financials.

The healthcare situation may continue to deteriorate, but we continue to see strong protection from vaccines and continue to believe lockdowns will be an increasingly less-common policy response to COVID-19.

- Our strategy and favorites remain the same. Epicenter is solid, Energy is our favorite...

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