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April 7, 2021

The economic data and market signals from last week were a positive sign that the weakness in February data was not the start of a new downward trend in economic activity.

We noted last week that February macro data had decelerated and that market signals in March had shifted to favoring defensive assets.  After reviewing several data points, we concluded that the trends still seemed to be positive.   One week is not a long enough period to determine if February was a false signal, but the...
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