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More earnings upgrades: Eye on the World 10/11/20
10/11/2020
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Markets surged after first positive Stage III vaccine results gave roadmap to combatting virus. Saw strong rotation from tech to cyclicals, higher bond yields, and commodities. See further to go on 2021 growth repositioning.
HOT TOPICS highlights positive earnings revisions, supporting markets. ACWI 12m fwd EPS +19% vs -5% April trough, with 80% countries seeing upgrades. Economic surprise indices, PMI’s, Q3 earnings resilient to rising virus cases. Select EMs, plus Italy, and cyclicals, led upgrades.
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.
