Re-opening rotation trades are rocking the market: Morning Brief

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Thursday, March 4, 2021

Tech stocks go red for 2021.

The re-opening rotation trade has been underway for months now.

This trade can broadly be thought of as a move by investors away from stocks that worked in the stay-at-home world of 2020 and into names that should benefit from accelerating economic growth. This new theme kicked off following early November news that Pfizer (PFE) and BioNTech (


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European Stocks Drop With US Tech Rally Faltering: Markets Wrap – Yahoo Finance

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