Reflation Theme Remains on Track, Despite Taking Pause

Reflation Theme Remains on Track, Despite Taking Pause
9
May

First Quarter Commentary – 2017:

Global equities racked up solid gains in the first quarter of 2017. Although investors remain concerned over the timeline and details of U.S. pro-growth policies, stocks significantly outperformed bonds. U.S. bond yields were range-bound, caught between rate hikes and rising uncertainty over the magnitude and timing of fiscal stimulus.
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