Resumo do Relatório
Asymmetric lockdown impact: Eye on the World 22/12/20
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Markets resilient as UK mutant virus strain stokes fears of increased lockdowns, and offset US passage of US$900bn fiscal stimulus and further vaccine progress. We remain focused on strong 2021 growth recovery, and cyclical rotation, with markets better supported than feared.
HOT TOPICS focus on extent of tight country lockdowns, with our global composite at 66 vs all-time high 78. Market now more resilient to higher cases, with asymmetric upside to lower restrictions Q1 catalyst as vaccine rollout broadens/accelerates and seasonality improves.
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. We will be off from December 24 and returning January 4.
