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Big end to year: Eye on the World 21/12/20
21/12/2020
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Markets weaker with lockdown fears on ‘70%’ more-contagious UK virus strain offsetting final US$900bn US stimulus deal and 2nd FDA vaccine distribution. We remain focused on strong 2021 growth recovery, cyclical rotation, and downside ‘put’ supports.
HOT TOPICS week ahead big end to year with US fiscal stimulus and 2021 budget passage, FDA and Europe EMA vaccine approval/rollout, with new cases all-time high, and likely ‘skinny’ trade-focused Brexit deal.
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.
