Summary Report

Central Banks in focus: Eye on the World 14/09/20

14/09/2020
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China Commodities Emerging Markets Equities Strategy Macroeconomics Morning Call Row Material

US equities fell for second week, led by tech, but with healthy underlying cyclical rotation and limited broader risk-off. Markets well-supported (partly on poor sentiment), with continued rotation (vaccine news).

HOT TOPICS week ahead focus FOMC new policy details, updated fed funds dot plot and economic forecasts. Dovish BoJ and BoE to leave policy unchanged but see further EM rate cuts. China August data dump to show recovery and support GDP upgrades. OPEC+ meeting focus on willingness to cut supply. Also, Apple new product unveil.

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.

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