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Integrated Insights -- Week of December 7, 2020

Integrated Insights -- Week of December 7, 2020

| December 09, 2020
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While records are set for new virus cases almost daily and more lockdown orders are implemented in some states, lawmakers in Washington DC continue to dither over the next round of emergency stimulus. This has not stopped investment markets from reaching record highs--perhaps because of continued good news on the vaccine front.  While the market may be forward looking, it is becoming hard to deny the fact that people working in certain industries will require emergency unemployment benefits sooner than later to pay bills and avoid falling into poverty.

Here's what we are reading this week:

Weekly Commentary -- Why we are turning bullish for 2021 -- BlackRock

  • BlackRock are pro-risk for reasons beyond an expected vaccine-led upswing. They see low nominal rates even in the face of rising inflation helping risk assets.

  • Global stocks hit record highs amid positive vaccine news and hopes for a U.S. fiscal package, even as near-term challenges weighed.

  • The European Central Bank (ECB) is expected to announce further monetary easing after its policy meeting this week.

Two Insights Provide Thought for 2021 -- Capital Group

Capital Group has a strong conviction that the "shape of the recovery" is almost entirely influenced by vaccine development and rollout.

As Capital Group roll out their 2021 views, there is also the reminder to look internationally

 

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