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Lockdown lookout: Eye on the World 16/11/12
16/11/2020
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Have seen the strongest US post-election rally in history, and we think the sector rotation regime-change has a long way to go as 2021 growth recovery steadily builds. Cautious investor sentiment has started to change, fast.
HOT TOPICS week ahead focus on activity impact of virus spike. US election transition with cabinet appointments, state certifications, Senate vote on controversial Shelton Fed appointment. Data focus on end of Q3 earnings season, easing US retail recovery, Brexit deadline, vaccine news.
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.
