Virus. Vaccine. Instability. This strategist says that 2021 will be the year of ‘V’ and here’s how to play it.

It’s Christmas Eve, which traditionally marks the best seven-day sprint for the year’s shares – aka the “Santa Claus Rally.” So far, stock futures are signaling a promising start to that ritual, but as this market is still on for a few more days until 2020, anything can happen.

One event that could happen before Christmas is the post-Brexit deal. Investors are also seeing that President Donald Trump has signaled unhappiness over the $ 900 billion stimulus bill.

above us Phone of the day, Which says get ready for 2021 and the “Year of the V” This comes from Vincent Dallard, the global macro strategist for financial services group StoneX, whose V collection still includes a virulent virus, which ” One is afraid of eventual deflation in the first quarter. ”

Deluard warned in his December newspaper a brutal attack in the first three months of the year, predicting record COVID-19 infections and deaths and lockdowns on both sides of the Atlantic. He is looking to sell gold and copper and large cyclical assets of central banks, which are heading towards deflation, given the severe economic data for December and January.

But then there is a relief in the second quarter, with vaccines increasing demand, leading to rapid reflections. He said that amidst disrupted supply chains, demand for real goods return, record net worth and lower debt-servicing costs are increasing consumption, and then drastic cuts in budget spending for the big oil company, squeezing the oil market, They said.

Deluard’s big advice? “Investors should now start accumulating affordable inflation-sensitive assets. However, it may be prudent to hedge cyclical risks with ‘antigrowth trade’ in the first quarter: long-term gold, health care and the yen against a short position [bearish] In oil futures, he said.

The strategist stated, “In the second half, investors should focus on the best refinancing and reopening trades: Latin American equities (respectively) and the IBEX 35 index.”

Here are more of their V’s for 2021 – valuations will matter, value stocks will eventually shine, volatility becomes the new normal, with VIX or the Kobe Volatility Index VIX.
Which measures the stock’s volatility for more than 20 of the year. Below 20 means markets are often not stressed. It also warns of weak and hyper-bonded bonds and the bursting of many stocks and IPO bubbles.

With that lovely investor, keep yourself a merry and safe Little Christmas.


Half day stock futures YM00, for markets
+ 0.14%

+ 0.16%

+ 0.11%
European markets are higher with SXXP,
+ 0.15%
Mixed. Pounds GBPUSD,
+ 0.62%
Top and FTSE 100 UKX,
+ 0.10%
Those Brexit deal down on expectation.

Read: Here’s what the Brexit deal means for markets

Asian stocks mostly ended higher, except for China as Alibaba Baba.
+ 0.14%
Slide as regulators launched an antimonopoly investigation of the e-commerce group.

Read: What markets are open and when are the holidays

The buzz

The post-Brexit deal between the UK and Europe may finally be here in the wake of marathon talks.

There may be some good news on the COVID-19 front, as a pair of studies indicate that infection may protect against infection. It has vaccinated more than 1 million Americans. Meanwhile, the UK is expanding its lockdown as a second, even more contagious strain, believed to have originated from South Africa, spreads.

Digital Payments Group Square SQ,
Jewelery, reportedly, has expressed interest in purchasing Jay-Z’s music-streaming service.

Neuro has become the first company in California approved to operate a driverless delivery business.

President Donald Trump issued more pardons on Wednesday, bringing about 50 in total. Former campaign chairman Paul Manafort and his son-in-law Jared’s father Charles Kushner are among the latest recipients.


Random reads

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There is a ‘dragon’ and cancer treatment. What a mystic who predicted the 9/11 attacks said about 2021

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