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Europe’s earnings leverage: Eye on the World 21/01/21

21/01/2021
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Markets saw a Biden-bounce yesterday, on inauguration and initial executive action roll-out, and a reminder of impact of strong FAANGM performance, after recent sector rotation, and as Q4 earnings likely continue to positively surprise.

HOT TOPICS focus on European earnings as transition to world-leading 2021 cyclicals-led growth rebound, after -50% trough-fall last year, and still below 2008 level. We are focused on domestic cyclicals and highlight 8 things to watch.

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