Global Macro 2021 Review and Outlook
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Our Nowcasters detected inflation risk very early in 2021, prompting a shift into real assetsInflation should cool in the new year, while growth remains healthyIn this environment we prefer US equities, Quality and Tech stocks and the US dollar in generalLike a phoenix rising from the ashes, inflation reemerged from the depths of Covid in 2020, accelerating throughout 2021 to heights not seen for decades in the Western world.