Saturday, July 3, 2021

How to navigate the mid-cycle expansion

It's been over a year since the stock market bottom at the height of the Pandemic Panic. The market consensus has evolved from an early cycle recovery to a mid-cycle expansion, as evidenced by the BoA Global Fund Manager Survey.

What that means for investors? Here are the key questions we focus on:
  • What's the outlook for the S&P 500?
  • What will be the market leadership?
  • What's the outlook for commodities, Treasury yields, and the USD?
The full post can be found here.

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