Resumo do Relatório
The International opportunities: Eye on the World 06/01/21
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Markets bolstered yesterday by US manufacturing ISM and OPEC oil deal surprises, whilst 10-yr yields touched 1% on outlook for Democrat ‘blue sweep’. Use any reflexive equity weakness to position for cyclicals-led 2021 upside surprise, with markets better-supported than feared.
HOT TOPICS see reversal in Intl. equities decade-long 200% underperformance, with growth catch up, more cyclical markets, a weaker USD, cheaper valuations, and still lukewarm sentiment. EM and proxies our Intl. focus, along with domestic Europe (led by Financials).
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.
