- This report examines: the economy, U.S. policy, financial markets and investment opportunities as we enter the new year.
- The global economic outlook continues to stabilize and improve, and while the threat from COVID variants remains ever-present, we now have a broad range of vaccines in our arsenal.
- Both monetary and fiscal policy are unlikely to curb U.S. aggregate demand by very much this year.
- As we begin 2022, the opportunity set for investing is going to be more nuanced.
