We see Omicron delaying – but not derailing - the powerful activity restart even as its impact will differ by country. We keep favoring equities as a result. Stocks and bonds fell after the Fed indicated a potentially faster-than-expected normalization. We think it’s important to look through any knee-jerk reaction. Investors will get a read on the persistence of U.S. inflation this week, while Chinese credit data may provide clues on the speed of policy loosening.
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