The year of 2021 will undoubtedly be a balancing act of long-run optimism and near-term challenges, noted Lara Rhame, chief U.S. economist and managing director at FS Investments, in her report 10 for ’21.
Her watch list identifies 10 of the most important ideas expected to impact the economy, policy and markets in the coming year. Topics discussed include:
The COVID-19 vaccine
Resiliency in households and businesses
Temporary vs. permanent economic disruption
The federal deficit and state/local budgets
Accommodative federal policy
The criticality of yield curve dynamics
Equity markets
Credit spreads hitting pre-COVID lows
Commercial real estate and the future of office work
Fixed-income markets
To read the full report, click here.
