Outerblue Convictions - Global Investment Views: What changes with the new US administration?

Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of Developed markets, where we have been lowering our forecasts. 

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