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Capital Market Outlook

February 1, 2021


  • Macro Strategy — What We Learned Last Week: Positive macroeconomic data released last week broadly support our overweight to equities and our cyclical, reflationary tilt within U.S. equities.
  • Global Market View — Measuring Coronavirus Influence on Demographics: The U.S demographic profile has shifted since the pandemic.
  • Thought of the Week — Can Financials Flash Their Own FANGs?: With a reflationary macro backdrop and corporate profit estimates currently increasing, this uptrend may have legs to run.

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