April 9, 2021
Strategy Newsletter – 2nd Quarter 2021
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- There is more to inflation than just government spending.
- Small caps continued the winning streak.
- Treasuries had the worst quarter in decades.
- Housing markets remain scorching hot, is it a bubble?