The last week has been relatively quiet for stock markets around the world, but that could change as the business, economic and political calendars for 2021 all starting to ramp up in earnest over the coming days, particularly after Monday’s US holiday. Starting with today’s Biden speech, investors should start to get an indication of the incoming administration’s priorities in terms of fighting COVID (vaccines/lockdowns/other measures), and in dealing with the economic impact of COVID (continuing or additional fiscal stimulus). In this week’s issue of Equity Leaders Weekly, we focus on recent trends in the Financials and Energy sectors heading into earnings season.
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