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Capital Market Outlook

August 23, 2021


  • Macro Strategy — Time to Taper: With demand for labor exceeding supply by an ever-widening margin, we believe it's time for the Federal Reserve (Fed) to taper.
  • Global Market View — Key Drivers and Portfolio Considerations for the rest of 2021: Our key drivers for asset prices will be economic resilience, higher-than-anticipated inflation and additional fiscal stimulus.
  • Thought of the Week — One Step Closer: Budget Resolution Passed in the Senate: Congress is inching closer to enacting another part of the president's agenda.

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