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Global earnings support: Eye on the World 02/02/21
02/02/2021
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Markets rebounded as retail contagion risks eased and US$1.9trn US stimulus bill went to Congress. Ahead of key FAANGM Q4 results today to continue upside earnings surprise. We are focused on cyclical and international catch-up themes.
HOT TOPICS shows global EPS upgrades as key support, +2% last month, taking 12m fwd. forecasts to +26%, led by EM and Europe, with rising 2021 GDP forecasts and strong Q4 EPS beats to continue momentum. Revisions led by cyclicals, our allocation focus.
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.
