Resumo do Relatório
Where lockdowns could be changed: Eye on the World 11/09/20
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The tech rebound faltered after Wednesday’s rebound, and market absorbed stagnant US labor data and stimulus bill impasse. FOMC and OPEC+ monitoring meetings key next week. We see markets well-supported.
HOT TOPICS compares virus cases and positivity rates vs still strict lockdowns, proxied by Oxford Gov. Response Tracker. Easing lockdowns is a upside driver for economic and earnings recovery, and rotation to cyclicals and reopening stocks. We see easing room in US, UK, Germany, Australia, but tightening risks in India and Indonesia.
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