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Reflation in focus: Eye on the World 22/02/21
22/02/2021
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Markets eased last week, digesting YTD gains and meaning of soaring bond yields. Underlying cyclical rotation strong, with financials and commodities leading and bond proxies falling. We are optimistic rare third year of 10%+ market gains, with ‘taper tantrum’ fears overdone.
HOT TOPICS week ahead focus on Fed Chair Powell Congress testimony and potential House vote on US fiscal plan. Jan. PCE likely a reminder of modest inflation. 80% S&P 500 reported Q4, with end of earnings recession and EPS +4% yoy.
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.
