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Capital Market Outlook

April 22, 2024


  • Macro Strategy — What Global Monetary Divergence Means For The U.S. Dollar—And For U.S. Investors: Monetary policies among the world's largest central banks are poised to diverge this year, setting the stage for another leg up in the U.S. dollar.

  • Market View — The Not-So-Little Bull That Could… and Still Can: The whiplash from the latest market action has been bruising to investor sentiment, but the wheels of this bull market do not seem to have fully steered off track.

  • Thought of the Week — The Confluence of Geopolitical Risks and Market Risks: A few stress points seen in markets as geopolitical events unfold include risks to oil disruptions/prices, the runup in gold, and a spike in volatility measures.

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