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Impact of new virus highs: Eye on the World 12/10/20
12/10/2020
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US equities posted best week in three months, with our ‘melt-up’ Q4 view potentially starting early as markets see positives in a Democrat election victory and more eventual stimulus.
HOT TOPICS previews a packed week-ahead with new global high virus cases and new restrictions, the US election home-stretch and Supreme Ct nomination hearings, Financials starting US Q3 earnings season, the EU Brexit-summit ‘deadline’, IMF annual meeting, and focus on Apple (i12 5G launch) and Amazon (Prime Day).
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.
