JUSA - Sticky Inflation; Tax Hikes Likely; China Turning Inward - Market Strategy Weekly - August 13 2021
- Inflation is a bit stickier than expected. And as it is not leading to higher long-term interest rates, it’s not yet having the traditional effect on earnings multiples and bond prices.
- Despite equity markets near all-time highs, investor anxiety is up.
- Strategas Chief Investment Strategist Jason Trennert takes us through a few key items the market has on its mind.
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Sticky Inflation; Tax Hikes Likely; China Turning Inward - Market Strategy Weekly - August 13, 2021