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The 'short travel, long stay-at-home' trade is working amid the coronavirus sell-off

Peloton machine
Source: Peloton

(This story is for CNBC Pro subscribers only.)

The coronavirus-driven narrative that people are less willing to leave their homes is playing out nicely in the stock market this week.

Stay-at-home stocks are outperforming the broader market and companies that promote travel due to the threat of the spreading deadly virus.

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