google.com, pub-2431335701173086, DIRECT, f08c47fec0942fa0 December 2021 - MarchéEconomics

December 21, 2021

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December Stock and Fund Picks

December 21: Winter is now here. More importantly, it appears more and more like an inflection point in the stock markets. The underlying economy is strong and the housing market is even better. Above trend growth is projected into next year and even with the end of the Fed taper and raising short-term rates 3 times, real-interest rates will remain negative. Negative real rates do not portend a recession. The Omicron variant is going to infect everyone, but those who…