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 factors contribute to the ongoing margin pressures in the market?

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In what ways might the current macro data indicate a resilience in earnings?

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