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Flash Report August 2020

Coordinated fiscal and monetary policy ispowerful and working. Injecting trillions of dollars into theUS economy has drivenstocks and risky assets sky-high since the market bottomed on March 23rd. The recession ended after only two months with economic data flashing “V“ for the last three months. Consumers are purchasing goods andservices while stocks, credit, economically sensitive commodities, and inflation-linked investments surge. And there’s ample liquidity to fuel this run up for several more months.

WRITTEN BY | September 1, 2020

 

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