Investment Outlook

Bright City Lights

Put Away Your Bell Bottoms: This is Not the 1970s

April 21, 2021

Fear of runaway inflation remains at the top of investors’ list of concerns—a closer look at the data suggests cooler heads will prevail.

Crystal Ball

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support.

Tall trees looking up

Rates and Inflation: Investors Seem Determined to “Unfollow” the Fed

March 30, 2021

Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.

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