Summary
Akhil’s March 2021 roadmap update: 2021 Roadmap on track, first week of May flagged as key high for 2021 with sideways/down to follow. Late January dip was 90 days prior to May = advance warning. Seasonal March 23 date to watch. Biden’s agenda (stimulus, climate, Iran negotiations) favors strong market trends. UK household savings boosted £125B during COVID. Rising US bond yields are bullish (widening yield curve = bank profitability). International Airlines Group (IAG) breakout cited as a recovery opportunity.
Key Claims
- 2021 Roadmap calls for first week of May as the year’s high, then sideways/down for the year. — confidence: high
- Late January 2021 dip was 90 days before the projected May high — a forward signal. — confidence: medium
- Rising US bond yields (steepening yield curve) are bullish for banks and the second half of the cycle. — confidence: high
- UK household savings rose £125B in 2020 due to government income support. — confidence: high
- IAG (British Airways parent) broke out of its downward channel — a pandemic-recovery opportunity. — confidence: medium