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Capital Market Outlook

April 26, 2021


  • Macro Strategy — Housing on Fire: We expect the strong housing expansion to continue.
  • Global Market View — Don't Forget About the Three Bears: The bull market in equities isn't built off a fairy tale. It's on solid footing.
  • Thought of the Week — Ambitious Vision for American Jobs and Investment: A sweeping set of priorities with the aim of creating jobs by addressing chronic infrastructure underinvestment, growing concerns from climate change, and demographic and development challenges.

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