The Reopening Trade is in Full Swing but Longer-Term Challenges Remain

The Economic Reopening Trade Is Changing Everything in Markets
https://www.bloomberg.com/news/articles/2021-02-25/the-economic-reopening-trade-is-changing-everything-in-markets

American Homeowners Are Adding Fuel to Bond Market Sell-Off
https://www.bloomberg.com/news/articles/2021-02-25/convexity-hedging-haunts-markets-already-reeling-from-bond-rout

The economic trends that will create post-pandemic policy challenges

https://thehill.com/opinion/finance/540133-the-economic-trends-that-will-create-post-pandemic-policy-challenges

Pulling Up the Inflation Anchor
https://www.project-syndicate.org/commentary/inflation-threat-us-fed-ignoring-long-term-inflation-expectations-by-robert-j-barro-2021-02
Winners and Losers in the Digital Transformation of Work
https://www.project-syndicate.org/commentary/distributional-effects-of-automation-artificial-intelligence-by-michael-spence-2021-02