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More from Financials: Eye on the World 25/02/21
25/02/2021
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Markets boosted by dovish Fed, and vaccine and fiscal progress. Focus on bond market sell-off, with yields up again and curve steepest since 2016. We see a cyclicals catch-up, not deep tech-rotation, more muted steepening ahead, and markets well-supported.
HOT TOPICS upgrades financials again, funded by another bond-proxy healthcare cut. Sector one of few in our buy quadrant and see more gains as US GDP surprise and bond yields propel EPS, alongside regulatory loosening and US’ cheapest valuations.
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.
