Top JPMorgan strategist Kolanovic says it's too early to ditch reopening stocks

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New for subscribers: Top JPMorgan strategist Kolanovic says it's too early to ditch reopening stocks. Check out CNBCPro today.

An image of Carnival Splendor cruise ship at the Overseas Passenger Terminal in Circular Quay on March 22, 2020 in Sydney, Australia.It is "far too early" to abandon the reopening trades that led the S&P 500 higher in the first half of 2021, according to one of JPMorgan's top market strategists.

 

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