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Market Commentary: January 2021
Global Market Themes: Developed markets give up initial gains, emerging markets outperform as reflation trade buoys risk assets European lockdowns extended and markets unsettled as concerns surface about vaccine roll-out US announces further $1.9 trillion stimulus package A tumultuous week in US politics with the storming of Capitol Hill ahead of Biden inauguration Commodities boosted by reflation trade SA Market Themes: December economic data comes in better than expected SARB leaves rates unchanged, citing upside risk to inflation due to higher fuel costs, administered prices and rand weakness Eskom tariff increase on the cards, as power utility battles ongoing breakdowns Vaccine news fuels hope and COVID-19 infection rates tick steadily downward
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