Resumo do Relatório
Virus and Vaccines: Eye on the World 20/07/20
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Global markets posted another resilient week, as vaccine hopes and recovery data offset rising virus cases. Our global activity ‘proxy’ rose 4.5% and US only flatlined, even as lockdown easing’s stalled. We believe we remain in a ‘Consolidation+’ market phase.
HOT TOPICS looks forward to a significant trial update from leading Oxford/AstraZeneca vaccine, July flash global PMIs above break-even 50 for first time, US fiscal ‘cliff’ US$1trn+ negotiations accelerating, and move into heart of US earnings season with 11% average ‘beat’ so far.
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
