Resumo do Relatório

Elusive Brexit rebound: Eye on the World

04/03/2021
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Emerging Markets Estados Unidos Estratégia Global Macro Internacional

Markets down sharply, led by tech, as US 10-yr yields rose despite weak US services and jobs data yesterday. Focus Fed. Chair Powell bond commentary today. NASDAQ now down 8% from all-time high on rising yields. See a cyclicals catch-up not strong tech rotation.

HOT TOPICS on UK lagging global equities on lite-Brexit impacts and strongest G10 FX. See lagging other cyclicals (EM, Canada, EU financials), but with significant catch-up opportunity in our cheaper/leveraged UK ‘losers’ basket.

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