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Capital Market Outlook

January 11, 2021


  • Macro Strategy — Reflation Favors Commodities — Policies aimed at raising inflation are likely favorable for commodity prices.
  • Global Market View — 10 Questions for 2021 — Some key questions that may affect this year’s market outlook.
  • Thought of the Week — With 2020 Hindsight, Markets Look Toward 2021 — We do see positive trends building for economic and earnings growth into the new year supportive of an equity uptrend in 2021.

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