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JANA Market Commentary - July 2021
  • Economic recovery continued in July.
  • New index highs were reached in a strong earnings season.
  • Optimism as vaccination rollouts continued and restrictions eased in highly vaccinated countries.
  • Concerns however on the COVID-19 Delta variant and moderating economic growth.
  • 10-year treasury yields fell lower.
  • Recent inflation viewed as “transitory” by the Fed.
     
20th August 2021 / 2 mins read
Ben Coune
Investment Analyst
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