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Capital Market Outlook

May 24, 2021

IN THIS ISSUE

  • Macro Strategy — Arming Portfolios for the Inflation Rotation: As inflation expectations continue to heat up, portfolio positioning will be key for investors.
  • Global Market View — “Cashing In" On the Global Consumer Recovery: The consumption boom is about to go global, positioning likely future earnings upside for such sectors as Consumer Discretionary, Technology and various cyclical plays.
  • Thought of the Week — “Transitory" Is A Relative Term: Ultra-aggressive Federal Reserve (Fed) efforts to re-anchor inflation expectations at a higher level than prevailed before the pandemic have started to show results.

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