Resumo do Relatório
Investor sentiment tightrope: Eye on the World 20/01/21
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Markets yesterday boosted by Yellen fiscal stimulus testimony and Q4 results momentum, with Biden-inauguration today and launch of 100-day policy plan. Focus on cyclical and international opportunities, with markets well-supported despite amber-flashing sentiment risk.
HOT TOPICS shows investor sentiment close to contrarian ‘sell’ levels on our composite index, with VIX only indicator still worse than average. Seen sell-signal 6 times in 14-yrs, but historically less powerful than buy-signal. We look for sentiment stability and stay positive markets.
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