Capital Market Outlook
March 22, 2021
IN THIS ISSUE
- Macro Strategy — Dollar Trends For Investors To Watch: The dollar has near-term support but the fiscal debt binge raises some concerns in the absence of fiscal discipline for the longer-term.
- Global Market View — April 2022: A glimpse of the post-pandemic world.
- Thought of the Week — Value’s Comeback Story: A sign that the reflation trade is continuing to gain steam with the economy improving and rising expectations for inflation.
Important Disclosures
All data, projections and opinions are as of the date of this report and subject to change.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S" or “Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
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