1Q Forecasts: Vaccines Mean Hope Springs Eternal - Long MXN/JPY, Long Copper (XCU/USD), Long RUT & NDX
December 26, 2020 at 15:37 PM EST
In this low interest rate world with pent up aggregate demand and significant slack in the world’s major economies, there is ample room for growth. If growth is the story of 2021, the underperformers of early 2020 should do well.