What Worked In 2017 Will Likely Work In 2021

Summary

• The parallels to 2017 and early 2018 and now are very clear.  We have a new administration with single party control of congress.

• We are likely to see significant fiscal stimulus driving GDP growth.

• The results are that a steepening yield curve and a rotation in the markets could be here for the next year.

• We lay out the best places to be:  value, b…