Summary Report

The biggest earnings week: Eye on the world 27/07/20

27/07/2020
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Morning Call Emerging Markets Equities Strategy Geopolitica Macro Internacional Macroeconomics Politcs

US markets eased last week led by high-flying tech, but masking a value and international rotation on vaccine progress and G4 PMI’s consistent with return to 2% annual growth.

HOT TOPICS shows our global activity and lockdowns composites are flattening, not declining, under virus case all-time highs. We preview the dramatic US and EU Q2 GDP falls, a dovish FOMC meeting, US stimulus plan progress, and the biggest earnings week with tech titans reporting and their CEO’s in Congress.

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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