Equity Analysis /
United States of America

US : Strategy - Institutional Equity Strategy Weekly | A Pause Before a Meaningless Earnings Season, as Investors Debate the Impacts of More Stimulus, While Satellite Performance Provides a Lesson in Supply/Demand

    Leslie Vandegrift
    Leslie Vandegrift

    CFA, Associate Strategist

    20 January 2021
    Published byCGS-CIMB

    The S&P 500 was down (1.5%) this week, while small caps were flattish, outperforming again, and energy and real estate were the best performing sectors last week. The market seems to continue to brush off modestly weakening economic data, which seems logical as long as the vaccine story remains