US Retail Sales Grew 8.5% This Holiday Season - Mastercard
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- S&P 500, Nasdaq touch new peaks as Treasury yields cool, oil slips
- Oil slips as Mideast exports, G7 stockpile ease supply concerns
- U.S. 10-year yield climb revives dotcom-era parallels: UBS weighs in
- Goldman flags 2 key market risks if a climb in yields persists
- Shell CEO says Middle East oil flows reach 80% of prewar levels
- HubSpot to cut 7% of workforce in restructuring plan
- Paramount Skydance to close WBD deal, change ticker to SKYD
- Citi cuts investment banking analyst program to two years - Bloomberg
- Nasdaq notches record high close as investors focus on earnings
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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



