Resumo do Relatório
La Nina impacts
18/09/2020
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Markets eased on continued rotation from tech to cyclicals, and with incremental vaccine and US labor headwinds. See equities well-supported, with upside risks.
HOT TOPICS on an agricultural commodity potential catch-up, as USD weakness, and China-led demand recovery potentially boosted by La Nina supply disruption. Saw 40% food price rally into 2011 La Nina and could drive divergence between equity producers and consumers. Weather costs historically much larger than for El Nino.
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.
