On June 30, 2021, a panel of Haverford’s executive, investment, and research leaders provided a mid-year update on Haverford’s perspective of the current and future market conditions. The panel addressed both the bull and bear narratives and fielded frequently asked client questions on expectations for inflation, earnings, and employment, among other topics. Click on the links below to view Outlook clips from the original broadcast.

To view a recording of the full broadcast, click here.

What is the Bull and Bear narrative for the outlook of the markets?

What is the outlook on inflation?

Is there a distinction between transitory and non-transitory inflation, and how does the Fed think about it?

Why are the markets so sensitive to every comment a Fed official makes?

How do inflation expectations differ by age group?

How have increased earnings expectations affected market valuations?

What factors are at play in the corporate credit market?

What is the outlook given increased regulatory pressures on big tech?

What caused the recent moves of the 10-year Treasury?

What are the causes of recent sector rotations?

What is the outlook for the financial sector from a health, stability, and soundness standpoint?

Are there any excesses in the system?