Economic Outlook - July 15, 2021
This Mid-Year Economic Outlook reviews the first half of 2021 and assess the outlook for the economy and financial markets over the remainder of the year. A powerful economic reopening, additional fiscal stimulus, and corporate profit growth bode well for stocks but rising inflation, high stock market valuations, and rising bond yields pose challenges.
Discussion topics include:
- Our outlook for stock and bond markets
- Inflation risks
- Changing stock market leadership