In the U.S. economic cycle, we are at or near “peak everything,” but we expect growth to remain strong through year end. Economic reopening and pent up demand should counterbalance waning fiscal stimulus and monetary policy should remain accommodative despite recent inflation data.
Click here to read our Summer 2021 Global Economic and Market Commentary.
The opinions expressed in this Global Economic and Market Commentary are those of Haverford, as of June 30, 2021. Views and security holdings are subject to change at any time based on market and other conditions. This Global Economic and Market Commentary is for informational purposes only and should not be construed as investment advice or recommendations with respect to any information or specific securities presented. Each individual investor’s circumstance is unique and you should consult with your investment professional prior to any portfolio decisions. Some of the information presented in this Global Economic and Market Commentary may contain forward-looking statements. These statements are only forecasts, based on our opinions. No forecasts are guaranteed, and past performance is not a guarantee of future results. For questions regarding your portfolio, please contact your Relationship Management Team.
