- We just capped the first year off the Covid-19 bear market low, with the S&P 500 up ~75%.
- The best years for GDP and the economy aren't always reflected in stock market outperformance that specific year. Expecting great news on the economic front but more tepid market returns in the near term could be a good roadmap for going forward.
- We spoke with Strategas Technical Strategist Todd Sohn about what to expect for Year 2 off of a bear market low, especially within the context of a longer-term structural bull.
For further details see:
Year 2 Off The Lows, Volatility Expected, Structural Bull Market Intact - Market Strategy Weekly - March 26, 2021