Summary Report
A rebound roadmap: Eye on the World 03/08/20
03/08/2020
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US equities saw strong July gains, whilst the USD saw weakest month in a decade. August is a seasonally low volume and weak month, but we believe equities remain well supported with upside risks.
HOT TOPICS shows our global activity proxy resilient to the recent rise in new virus cases and the flatlining global restrictions index. Additionally, US new cases are now starting to ease, we see room for an upside surprise in this week’ fiscal stimulus talks, and ongoing Q2 earnings are underpinning the expectations upturn.
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