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Growth outlook refocus: Eye on the World 08/02/21
08/02/2021
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Markets refocused on strengthening growth outlook after further US fiscal progress and Q4 results surprise. Cyclicals led activity, with oil higher and yield curve steeper. We are focused on cyclical and international catch-up themes.
HOT TOPICS week ahead focus on US$1.9trn US stimulus ‘reconciliation’ progress, US/China inflation as expectations rise sharply on reflation view, and Q4 earnings homestretch, with EPS now positive yoy. Short Asia week with China NY.
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