Resumo do Relatório

Going with the flows: Eye on the World

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

Markets eased after Monday strong rebound, whilst yields continue to stabilize, even with strong US ISM and reports all adults to have vaccine access by end May, 2-mths early. See strong cyclical catch-up, IT resilience, and markets well-supported.

HOT TOPICS flows focus with US equity US$35bn inflows YTD, turnaround from US$300bn outflows last year and big inflows to cash and bonds. Sector trends show reflation leaders energy and financials flows lagging and are still under-owned.

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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