Resumo do Relatório
Taking the growth pulse: Eye on the World 15/02/21
Global markets at new highs with reflation trade driven by vaccine progress, stimulus outlook, strong Q4 earnings. We remain optimistic a rare third year of 10%+ overall equity gains, focused on cyclicals and IT sector barbell.
HOT TOPICS shortened week ahead, with US$1.9trn stimulus bill in c’mtee, hearings on GameStop, FOMC minutes focus on tapering and upcoming CPI ‘spike’, US Q4 EPS wind down with strong +17pp ‘beats’, and flash Feb. PMI to show EU/UK stable at contraction level and US still strong 58.
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