As society starts to turn the page on the pandemic, local, national global economies, markets and investors are beginning to imagine how “normal” might look like. 

So far, 2021 isn’t looking too different from where we ended 2020. But we see the second quarter bringing greater economic re-awakening, underpinning our constructive outlook for U.S. stocks.

Jeff Powell and Jeremy Witbeck discuss recent activity in the capital markets and offer viewpoints on the U.S. economy, international markets and asset classes, as well as a special topics of interest to investors.