Economic recovery looks “abnormal”. Sectors that usually lead the stock market out of a recession aren’t doing so.

Tony Dwyer, chief market strategist at Canaccord Genuity, says the economy “hasn’t spiked on the anticipation of a strong economic rebound, but has ramped based on the coronavirus impact and a probable abnormal economic recovery.”
Instead of financials and cyclical sectors leading the way out of the recession, leadership is largely coming from big tech stocks and pharmaceuticals.
The sectors doing well are either healthcare related or sectors that “benefit from a longer stay and work-from-home economy”.