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Many goods-based industries and some retail have very tough 2021 comps coming from the 2020 surge in goods consumption.
The other side of the coin is a group of service-providing industries that have been the hardest hit in the pandemic. They will see massive growth in H2 2021.
But I don’t think this pivot is tradable in today’s environment, especially with another $1.9 trillion stimulus looking likely to pass this week.