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Capital Market Outlook

February 16, 2021


  • Macro Strategy — Deficits, the Money Supply and Inflation: Part 2:  The money supply and fiscal deficit since March 2020 have triggered a powerful reflation trade in financial markets.
  • Global Market View — A Tipping Point for Climate Policy?: We would expect clean energy investments to be major beneficiaries over the coming years.
  • Thought of the Week — Diverging Paths in Europe: The service and industrial sectors of the euro area may have regional implications for future economic performance within the bloc, in our view.

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