US Retail Sales Grew 8.5% This Holiday Season - Mastercard
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JPMorgan Expects Strong 'January Effect', Sees Potential for a Large High Beta Squeeze
December 27, 2021 9:13 AM ESTDubravko Lakos-Bujas, Global Head of Equity Macro Research at JPMorgan, sees a very attractive setup for High Beta stocks.
On the one hand, the quant sees upside in reopening stocks (such as Travel, Leisure, Hospitality, Experiences) and Energy. On the other hand, there are various plays on the Secular Growth side such as payments, ecommerce, gaming, cybersecurity,... More
