Strategy Newsletter – 4th Quarter 2020

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:

• Economic activity recovers from a lower base while awaiting the next fiscal package.
• Equities moved higher with high dispersion across sectors.
• The Fed signals lower for longer on interest rates.
• Residential housing continues to win.