Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Tim Duy (an economist mostly known for his Fed Watch blog) thinks the economy is set to boom in 2021. Not sure of the investment implications (if true, the Fed may need to raise interest rates sooner than currently thought) but it sure is different from how I had been thinking of things.
I haven't heard much talk about states and municipalities trying to balance their budgets after losing revenue during the pandemic. That would likely have some effect on the economy next year.
Comments