Economic Update – Inflation Implications

/ / Market Update

Everywhere you look, economic indicators are highlighting how good the economic recovery from the COVID-19 pandemic is. Be-it economic data that is being assessed or leading indicators, everything is highlighting the recovery and the improving economic outlook. There have been large sums of fiscal stimulus from global governments to support their central bank’s ultra-low monetary policy settings. This has buoyed investor sentiment and company reporting has justified this with profitability broadly beating expectations. The vaccine rollout is a clear catalyst for the jubilation with large portions of the developed world’s population to have the opportunity to be vaccinated over the course of the year.  A return to some sort of ‘normal’ raises investor hopes.

 

Download the full report here: 210510_NewsFeed_RoystonCapital.pdf (153 downloads)