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Nearing the home stretch: Eye on the World 28/09/20
28/09/2020
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Tech rebound Friday still left global equities lower for 4th week as near end of Q3. MSCI ACWI to close quarter c+4% after rough September, and 22% Q2 gain and 21% Q1 loss. We remain positive.
HOT TOPICS week ahead focus on US politics moving to higher gear, with 6 weeks to election, first candidate debate, Supreme Ct. nomination, and new virus cases turning up again. Data focus on US ISM and payrolls, and China PMI. Record-breaking IPO’s to continue with Palantir direct listing, and Ant outlook.
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.
