B.E.A.C.H. stocks and the promise of summer

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1. Source: Bloomberg, 23 February 2021.

2. Source: Bloomberg, 21 April 2021. Seven-day moving average.

3. Source: Bloomberg, 21 April 2021, seven-day average. TSA = The Transportation Security Administration, a government agency that provides a daily breakdown of US airline passenger numbers.

4. Equal weighted index of S&P 500 sub-industries (Casinos & Gaming, Airlines, Hotels, Resorts, and Cruise Lines, Restaurants) and stocks (Live Nation Entertainment , Six Flags). Source: Bloomberg as at 21 April 2021

5. Source: McKinsey & Company: The consumer demand recovery and lasting effects of Covid-19. 17 March 2021

 

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