Reopening Trade Roars Back, Fueling Stock Rally: Markets Wrap

  • U.S. factory growth unexpectedly advances to four-month high
  • Inflation gauge has largest annual increase since 1991
Morgan Stanley’s Wilson Sees 10%-20% Correction Led by Big Tech(Source: Bloomberg)
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Stocks climbed as prospects for a pickup in growth outweighed concern over inflation pressures at a time when the Federal Reserve is getting ready to wind down its pandemic-era stimulus.

Promising results for Merck & Co.’s experimental Covid-19 pill triggered a rally in companies that stand to benefit from an economic reopening. Commodity and financial shares were among the biggest gainers in the S&P 500, while a gauge of small caps jumped 1.7%. Airlines, cruise operators, hotels and amusement parks soared.