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Capital Market Outlook

March 22, 2021

IN THIS ISSUE

  • Macro Strategy — Dollar Trends For Investors To Watch: The dollar has near-term support but the fiscal debt binge raises some concerns in the absence of fiscal discipline for the longer-term.
  • Global Market View — April 2022: A glimpse of the post-pandemic world.
  • Thought of the Week — Value’s Comeback Story: A sign that the reflation trade is continuing to gain steam with the economy improving and rising expectations for inflation.

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