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The commodities comeback: Eye on the World 23/12/20
23/12/2020
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Markets resilient to twin-threats to US stimulus passage and mutant virus lockdown stringency. Expect both threats to ease and markets well-supported, and we position for cyclicals-led 2021 upside growth surprise.
HOT TOPICS see commodities stars aligning after serial underperformance, on demand rebound, weaker USD, inflation fears, tight supply, low allocations. See opps in related equities (8% ACWI), via OW’s of EM, Canada, and focus on energy-majors and Ag.
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. We will be returning January 4th. Happy holidays!
