Skip to Content

Capital Market Outlook

April 18, 2022


  • Macro Strategy — From Wild Turkey To Cold Turkey: In our view, the possibility of aggressive quantitative tightening is now the biggest downside risk to the outlook.
  • Global Market View — Deglobalization Will Come At A Cost To America: Globalization is under strain but will most likely bend not break.
  • Thought of the Week — Headwinds Gathering for China: The surge in coronavirus cases resulting in strict shutdowns has added another headwind to China's growth outlook.

Related Insights