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Capital Market Outlook

May 10, 2021

IN THIS ISSUE

  • Macro Strategy — Inflation in the Material World: Structural deflation in the Technology sector has lulled many investors into complacency about the outlook for inflation.
  • Global Market View — Equities up 90%. Now What?: Concerns over the next leg for equity markets have become more acute.
  • Thought of the Week — The Pandemic Startup Surge: The spike in applications to start new businesses.

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