Resumo do Relatório
Second tantrum week: Eye on the World 08/03/21
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Markets boosted Friday by better US jobs report, even as 10-yr bonds briefly hit 1.62% recent high. Yield pressures to remain as stimulus passes and mid-year temporary inflation spike looms, but we see much already priced in.
HOT TOPICS week ahead focus on bond tantrum with est. +1.7% yoy pickup in Feb. CPI, key 10-yr and 30-yr bond auctions due, and Pres. Biden likely to sign cUS$1.9trn stimulus bill. ECB may signal more stimulus and front-loading PEPP purchases to contain yields as growth recovery struggles.
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.
As many of you know we will unfortunately be closing Tower Hudson Research and Wednesday will be the last daily ‘Eye on the World’.
