US Equity Income April 2021

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Manage episode 289596453 series 1101878
By Oakwood Capital Managementc and Oakwood Capital Management. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
US Equity Income 1Q2021

Since the pandemic lows of March 2020, the
S&P 500 Index and the DJIA are both up 76%,
while the Russell 2000 Index is up 126%.

The current recovery in stocks has surpassed the
recovery seen after the Great Financial Crisis, in
large part due to the size and speed of both fiscal
and monetary stimulus.

Now that the recovery is accelerating, a new
concern is that the combination of fiscal stimulus
with the resurgence in economic activity will
produce inflation.

119 episodes