July 19, 2021
Strategy Newsletter – 3rd 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:
- The economic recovery continues even with inflation narratives stealing the show.
- Earnings keep delivering for stocks.
- Despite headline inflation, interest rates fell during the quarter.
- REITs were a big winner in the first half of the year.