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Quarter-End Insights

Second-Quarter Market Insights in 8 Charts

Our market commentary covers economic expectations after the pandemic, the global spread of inflation pressure, and more.

U.S. equities continued their march higher in the second quarter of 2021, pulling up many previously undervalued stocks as pandemic restrictions continued to fade and more people returned to work. Monumental stimulus has provided a tailwind for markets since the spring of 2020, and in June the Federal Reserve restated its commitment to stimulus efforts despite hawkish undertones.