After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence. That bodes well for the rest of the year.
An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom may be on the cards for the rest of 2021, but that doesn’t necessarily mean smooth sailing for stock markets.
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
The air is cold but the company is warm. England wraps up for the reopening of pubs and restaurants.