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Capital Market Outlook

April 12, 2021

IN THIS ISSUE

  • Macro Strategy — Reflation Tailwinds Also Give Boost To Oil Prices: A high correlation with inflation favors energy stocks as potential defense against the declining value of money.
  • Global Market View — The Reprieve from Geopolitics Is Over: The geopolitics of U.S.-China relations remain key to market expectations and returns.
  • Thought of the Week — American Exceptionalism, with a Caveat: While the latest U.S. fiscal stimulus argues for this trend to continue, uneven growth risks truncating the global economic recovery.

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