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Equities performed well and bonds recovered some ground during the last week.
The coming week is a heavy economic data release week.
Equity markets have performed strongly in recent weeks and market participants appear mostly bullish. Be prepared for the possibility of sharp corrections given that current market psychology appears biased to the upside.
The general idea of COVID creating winners and losers is still valid as we move into 2021.
Best
Cory Haupt
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