“In 2021, dispersion prevails in the equity market. The only sector that I would overweight is diversification. Investors should own all the sectors.”

–Joe Terranova, Chief Market Strategist,
Virtus Investment Partners

This edition includes insights on a variety of topics including:

  • Defining “transitory” inflation – and protecting against it
  • The Fed will determine whether inflation is transitory or persistent
  • The Fed is keeping an eye on fiscal conditions and employment numbers
  • An incomplete job recovery is keeping the Fed on hold
  • It’s too soon to make a prediction about inflation