Generational Factors to Drive Inflation? Throwaway Week Paves Way for Move Higher

Summary

- COVID-19 case, hospitalization, death, and positivity rate trend remains positive in US, UK showing problematic developments.

- The events this week caused turmoil but ultimately they increase the level of our bullishness with regard to equities. Hyper-inflation fears receding is a good thing.

- We do believe inflation will rise and that generally the reasons and timing are being misinterpreted by the marker. We show why we think generational factors more important.

- The ...

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