Resumo do Relatório
Value just starting: Eye on the World 05/03/21
05/03/2021
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Bond tantrum resumed, and NASDAQ now in correction territory. Markets likely to test Powell further, but we see much priced in already, and policy options available. See cyclicals catch-up not much stronger tech rotation, with markets better-supported-than-feared.
HOT TOPICS see Value outperformance only starting, after decade of lagging and rising growth and bond yield expectations. Largest Value sector Financials. Style valuation and EPS gap remains dramatic.
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.
