A new pro-growth administration could kick-start stocks and a stagnant U.S. economy, but bring higher inflation, too.
Markets and Economy
Earnings, interest rates, bond yields, and China are among the likely drivers of future market performance.
Mixed economic data and shifts in central bank policy are challenges, but opportunities are still out there.
Business Cycle Update
The near-term prospects of emerging markets are favorable and that’s good for global stabilization.
Modest global growth and inflation surprises may dampen Treasury and high-dividend-paying stock rally.
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