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Taking the growth pulse: Eye on the World 15/02/21

15/02/2021
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Emerging Markets Estados Unidos Estratégia Global Macro Internacional

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.

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.

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