With COVID-19 changing our daily behaviour, several rebalancing and trading opportunities have surfaced. Add in the six key economic indicator and commodity price movements this week – and there’s plenty for investors to consider. In this week’s wrap, Jessica covers:
(1:59) Three stocks benefiting from the economic recovery
(2:15) Recessionary outperformers slump: Avita Therapeutics down 15%
(2:35) Where to consider increasing exposure to in light of the recent $2 billion jobs package
(3:08) As OPEC eyes a production lift in August, the oil price braces for heightened volatility
(3:26) Reading the new market: rebalancing ideas for your portfolio
(4:24) Strategic trading ideas: Collins Foods (ASX:CKF), Coles (ASX:COL) and Super Retail Group (ASX:SUL)