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Europe’s Hamilton moment: Eye on the World 15/07/20

15/07/2020
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Estratégia em ações Macroeconomia Abertura do dia Suprimentos

Global equities rebounded into Q2 earnings start, ignoring flaring US-China tensions, with positive fiscal stimulus and vaccine outlooks.

HOT TOPICS revisits our neutral Europe view, and focus on unloved Financials, into ECB meeting and potential catalyst of historic fiscal recovery fund. Europe is particularly levered to recovery from deep Q2 trough, but valuations not as cheap as seem, surprise indices and correlations high, and trade risks remain.

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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