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International in the Spotlight: Eye on the World 07/09/20

07/09/2020
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Abertura do dia Commodities Emerging Markets Estados Unidos Geopolitica Macro Internacional

The sharp tech reality-check eased Friday, with additional rotation into cyclicals and a stronger-than-expected US jobs report. Markets well-supported but volatility to stay above recent given dramatic market strength, seasonality, election risks, and fiscal news flow.

HOT TOPICS international focus with week ahead ECB pressures after inflation surprise and euro six-year high, Brexit deadline tensions, Japan PM vote with Abenomics continuity candidate Suga ahead, and India now leading new virus cases.

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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