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A rare third 10%+ year?: Eye on the World 18/12/20
18/12/2020
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Markets rose on US fiscal brinksmanship and vaccine progress. Today quadruple-witching and prep for largest ever S&P 500 inclusion. We remain focused on strong 2021 growth recovery, and cyclical rotation.
HOT TOPICS looks ahead to a rare third year of 10%+ gains with goldilocks combo of stronger-than-forecast growth and above-avg. valuations. Returns front-loaded and cyclicals and intl. focused for 1st-time in decade. Risks bond yields, debt, investor exuberance.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.
