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Capital Market Outlook

August 9, 2021

IN THIS ISSUE

  • Macro Strategy — Evidence of Successful Reflation Grows: The U.S. economy is currently in the early stages of a transition from an unprecedented policy-induced boom to a private sector-fueled, stronger-for-longer economic expansion.
  • Global Market View — The U.S. Infrastructure Bill: The Why, the What and Considerations to Positioning Portfolios: One of the largest infrastructure bills in decades comes not a moment too soon given the antiquated state of America's existing infrastructure.
  • Thought of the Week — An Update on Q2 Earnings Season: Q2 corporate earnings are historically strong, and future expectations continue to gather steam.​

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