Skip to Content
Bank of America Coronavirus Resource Center See details

Capital Market Outlook

May 3, 2021


  • Macro Strategy — Fed Not Ready To Spoil the Party: The steepening yield curve shows that the zero-rate Federal Reserve (Fed) policy has become increasingly accommodative for the improving growth and inflation outlook.
  • Global Market View — The U.S. as the World's Earnings Locomotive: A robust U.S. economy is not only considered a seismic tailwind for U.S. corporate earnings but also represents a powerful blast to global earnings.
  • Thought of the Week — A Health Checkup For Zombies: The share of zombies may be in remission amidst a favorable macro backdrop.

Related Insights