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We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
Democrats could begin working on a tax bill later this year, but resulting tax hikes may be weaker and less of a headwind to growth than some fear.
Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?
The expiration of the temporary SLR changes should enhance the soundness of the banking system, but likely at the cost of Treasury market liquidity.