The Rest of 2021 - Market Up, Down or Sideways?

The question this year has always been, is the magnitude of inflation that we are experiencing transitory or here to stay? It appears that many economists may be changing their consensus on inflation.

Francis Scotland, Director of Global Macro Research at Brandywine Global recently stated: "The normalization of the world's major economic regions - at least in terms of real GDP levels - marks the end of the second phase and peak economic growth. The current trajectory should moderate, and growth should slow; what is ambiguous is by how much. Currently, markets seem priced for the middle road ... a soft landing." 

Regardless of the market's direction, our covered call portfolio delivers in up, down or sideways markets.

Success in all your efforts,

John