David Berson says the economic data has been tremendous, in both growth and employment. However, one economic problem point is inflation expectations that might manifest into persistent and permanent shifts in prices. The expected boon consumer activity as already shifted forward into Q2, and spending should remain strong for the remainder of the year. David also highlights a couple of downside risks which include Covid-19 variants and accelerated interest rates that offset inflation and could potentially stall economic growth.
The Watch List
06 May 2021
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