Midyear Check-in: Navigating An Early Cycle Economy

Published on Jul. 20, 2021

July 19, 2021 – Midyear Check-in: Navigating An Early Cycle Economy

John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senior Portfolio Manager, sat down to discuss the latest updates in the financial markets from this past quarter. In this webinar, they also discussed:

  • Reopening: driving economic activity, corporate earnings, and market returns
  • Inflation: the great debate, and the Fed reaction function
  • Washington: advancing plans to tax, spend, and regulate

Leave a Reply

Subscribe to Our Insights Today

Roosevelt Investments