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Capital Market Outlook

April 8, 2024


  • Macro Strategy — Upside Global Economic Surprises and Crude Oil Supply Risks Unwind Fed Rate Cut Expectations: Higher-for-longer energy prices could short-circuit rising hopes for a smooth transition to a new economic expansion.

  • Market View — A Constructive Outlook for India Ahead of Elections: Investors have seen India's equity market grow in importance over the past 10 years on the back of political stability and structural economic reforms.

  • Thought of the Week — Rising U.S. Net Interest Costs—Time to Panic? No: The cost of servicing America's debt, in our view, remains manageable for the largest and most dynamic economy in the world.

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