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End of earnings recession: Eye on the World 18/02/21
18/02/2021
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Markets consolidated yesterday absorbing recent surge in bond yields and investor sentiment, along with surprisingly strong US activity data. We focus on cyclical and international catch-up themes, and see markets better supported than feared.
HOT TOPICS examines end of US earnings recession, with Q4 results beating expectations by 17pp, and ending year-long earnings ‘recession’. This is a key support to upward revisions cycle and sets market up for double-digit EPS growth next two years.
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.
