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Your boss has just provided you with the following forecast for the remainder of 2021: The economic numbers coming out are all pointing to a strong economic environment ahead. Thanks to the rapid rollout of the vaccine and growing lockdown fatigue, consumers will be spending money they saved during the lockdown, causing a huge rise in economic activity and strong economic growth. The most recent government stimulus will drive this even more coming right when economic activity was already showing strength. The government deficit spending might not end with the March stimulus package as the new president and Congress seem intent on pushing for more spending on infrastructure Corporate camings should rise above that currently expected by investment markets, especially for those traditional value industries that were particularly harmed by the lockdown. Corporate bond spreads should narrow as the rebound in camnings reduces fears of insolvencies. Interest rates on government bonds will rise significantly with the 10-year Treasury yield moving well above 2% and possibly even above 25%. We will need to watch out for the growing risk of inflation given that the increased consumer spending will be coming right as we are returning to more normal capacity utilization levels. I expect reported inflation to be much higher than that currently priced in the bond market Interest rates will be very volatile as the Federal Reserve is torn between not wanting to harm the recovery and fearing letting inflation get out of control The U.S. economy will be much stronger than Europe as Europe is far behind in its vaccine rollout and is actually reinstating strict lockdowns. Emerging countries will see economic growth even stronger than the U.S. and their stock markets should out-pace all other markets. The U.S. dollar should continue to strengthen against other currencies as the U.S. economy outperforms and its interest rates rise while other developed countries stay stuck at ncar zero rates. Production-related commodities like steel and energy should see strong price appreciation as they fuel the economic recovery. Also, the recent frenzy in Special Purpose Acquisition Companies funding should drive a very strong market for private equity. Assume our marginal tax rate is 30% and our effective tax rate is 25% for the foreseeable future. Here are asset classes she needs for you provide recommendations on for overweighting or underweighting, along with your rationale for those recommendations: . Long-term Treasury Bonds (current yield 2.45%) Intermediate-term Inflation-indexed Treasures (TIPS) (current yield -0.70%) Mortgage-backed Securities (Current Yield 2.80%) Medium Quality Intermediate-Term Municipal Bonds (current yield 2.70%) Medium Quality Intermediate-Term Corporate Bonds (current yield 3.15%) High Yield Bonds (Current Yield 5.30%) US Large Cap Defensive Stocks US Mid Cap Value Stocks Developed Market Stocks Emerging Market Stocks Alternatives Your boss has just provided you with the following forecast for the remainder of 2021: The economic numbers coming out are all pointing to a strong economic environment ahead. Thanks to the rapid rollout of the vaccine and growing lockdown fatigue, consumers will be spending money they saved during the lockdown, causing a huge rise in economic activity and strong economic growth. The most recent government stimulus will drive this even more coming right when economic activity was already showing strength. The government deficit spending might not end with the March stimulus package as the new president and Congress seem intent on pushing for more spending on infrastructure Corporate camings should rise above that currently expected by investment markets, especially for those traditional value industries that were particularly harmed by the lockdown. Corporate bond spreads should narrow as the rebound in camnings reduces fears of insolvencies. Interest rates on government bonds will rise significantly with the 10-year Treasury yield moving well above 2% and possibly even above 25%. We will need to watch out for the growing risk of inflation given that the increased consumer spending will be coming right as we are returning to more normal capacity utilization levels. I expect reported inflation to be much higher than that currently priced in the bond market Interest rates will be very volatile as the Federal Reserve is torn between not wanting to harm the recovery and fearing letting inflation get out of control The U.S. economy will be much stronger than Europe as Europe is far behind in its vaccine rollout and is actually reinstating strict lockdowns. Emerging countries will see economic growth even stronger than the U.S. and their stock markets should out-pace all other markets. The U.S. dollar should continue to strengthen against other currencies as the U.S. economy outperforms and its interest rates rise while other developed countries stay stuck at ncar zero rates. Production-related commodities like steel and energy should see strong price appreciation as they fuel the economic recovery. Also, the recent frenzy in Special Purpose Acquisition Companies funding should drive a very strong market for private equity. Assume our marginal tax rate is 30% and our effective tax rate is 25% for the foreseeable future. Here are asset classes she needs for you provide recommendations on for overweighting or underweighting, along with your rationale for those recommendations: . Long-term Treasury Bonds (current yield 2.45%) Intermediate-term Inflation-indexed Treasures (TIPS) (current yield -0.70%) Mortgage-backed Securities (Current Yield 2.80%) Medium Quality Intermediate-Term Municipal Bonds (current yield 2.70%) Medium Quality Intermediate-Term Corporate Bonds (current yield 3.15%) High Yield Bonds (Current Yield 5.30%) US Large Cap Defensive Stocks US Mid Cap Value Stocks Developed Market Stocks Emerging Market Stocks Alternatives