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The vaccine divide: Eye on the World 05/02/21
05/02/2021
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Markets set for strongest week since Nov. on further growth optimism, fuelled by fiscal stimulus and vaccine progress, and robust US macro data ahead of key employment report today. We are focused on cyclical and international catch-up themes.
HOT TOPICS focus on accelerating global vaccine rollout, supporting cyclicals and re-openers. c15 effective vaccines expected, and anti-vaxxer, side-effect, mutation risks so-far limited. US/DM leading and EM/FM lagging, to increasingly drive macro, FX, and equity divergence.
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.
