April 2021 Market Update

April 2021 Market Update: The restart is about turning things back on, not about the rebuilding of consumer confidence that is needed in a typical recovery. We may see some near-term inflation as demand recovers and supply lags. The restart may be faster than expected due to $1.9 trillion stimulus package, pent-up demand, and vaccination trends. We are bullish on US economic growth in 2021.