United States
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Lessons from the backyard on fiscal policy
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Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
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Chart: Don’t get overheated about inflation just yet
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Sustained inflation is unlikely, but it’s important to keep track of certain structural and economic factors over the next 12 to 24 months.
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Relationships are not easy
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Colin Moore, Global Chief Investment Officer
As the economy recovers and cyclical stocks begin to outperform, how should we think about the connection between equities and U.S. Treasury yields?
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Chart: We’re halfway to herd immunity
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It’s important for the U.S. to reach herd immunity in order to get COVID-19 under control. But some variables are still at play.
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Video: 2021 economic outlook
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Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Head of Multi-Asset Strategy
Initially, GDP growth may be weak. But once vaccines are broadly distributed, pent-up demand from consumers should lead to more robust growth in the second half of 2021.
