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Flash Report March 2021

Three related but different regional stories are playing out as we write. China is back to secular trends in growth and taken policy steps that sparked a material stock market correction. The US is growing well above trend pushing nominal interest rates higher. Monetary policy, however, remains easy as stimulus keeps pouring out of Washington, and stock investors are loving it. Europe’s economic recovery and health outcomes are lagging, and it shows. Rates up and gold off confirm optimism regarding global growth.

WRITTEN BY | April 1, 2021


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