Resumo do Relatório

Don’t blame the little guy: Eye on the World 09/09/20

09/09/2020
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Abertura do dia Commodities Emerging Markets Estados Unidos Macro Internacional Macroeconomia

Bad news from all sides yesterday drove a more traditional risk-off move as tech declines met disappointing vaccine news, a skinny US stimulus plan, Brexit uncertainty, and lower oil. We see markets as well-supported.

HOT TOPICS see’s retail investors as a solution not source to the current sell-off. Their interest has surged, in US and globally, but focused on cyclicals not big tech, and their activity was easing as rally continued, whilst broad measures of retail sentiment are already cautious, and a source of potential market support.

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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