Reopening Trade Hasn’t Even Started Yet, Strategist Laidler Says

The video discusses the impact of the Delta variant and China's regulatory actions on global supply constraints and market demand. It analyzes ongoing margin pressures and the potential for a revenue rebound, highlighting the discrepancy between input and output prices. The discussion shifts to reopening stocks, which have underperformed compared to work-from-home stocks, and the global economic recovery, noting that a significant portion of the world remains unvaccinated. The video concludes with an optimistic outlook on future earnings and market resilience, emphasizing the ongoing adaptation to the pandemic.

What are the two main factors contributing to supply side constraints mentioned in the video?

• Interest rates and unemployment

• Technological advancements and innovation

• Consumer demand and inflation

• Delta variant and regulatory actions

Which data points are used to argue against the continuation of margin pressures?

• Consumer confidence and retail sales

• GDP and unemployment rates

• PPI and PMIs

• Stock market indices

What is the expected impact of the reopening trade on revenues and earnings?

• It will only affect small businesses

• It will push revenues and earnings higher

• It will have no impact

• It will decrease revenues and earnings

What percentage of the world has not been fully vaccinated according to the video?

• 95%

• 30%

• 85%

• 50%

How are reopening stocks performing compared to work-from-home stocks?

• They are performing equally

• They are underperforming by 65%

• They are outperforming by 65%

• They are outperforming by 85%