Resumo do Relatório

The broadening earnings recovery: Eye on the World 16/09/20

16/09/2020
Avaliar este relatório: 4 votos. média: 4,50 out of 54 votos. média: 4,50 out of 54 votos. média: 4,50 out of 54 votos. média: 4,50 out of 54 votos. média: 4,50 out of 5 (4 votes, average: 4,50 out of 5)
You need to be a registered member to rate this.
Loading...
China Commodities Emerging Markets Estratégia em ações Macroeconomia Abertura do dia Suprimentos USA

Equity markets firm yesterday, led by tech, ahead of FOMC decision today. Economic data rebound is easing and fiscal talks remain deadlocked.

HOT TOPICS highlights broadening global earnings recovery, led by US, Europe, EM, and supports our positive market view, and ‘high’ valuations. Earnings laggards are Japan, UK, Switzerland. ACWI 12m fwd EPS growth now +15% vs March low -5%. Cyclicals lead the sector recovery, and we are overweight many of these themes.

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.

Aviso legal