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Capital Market Outlook

April 20, 2020

IN THIS ISSUE

  • Macro Strategy— Labor Market Dynamics in a Coronavirus World — The shape of the labor market decline and rebound depends heavily on the coronavirus itself. Still, fiscal and monetary policy are fully engaged in supporting household incomes and jobs.
  • Global Market View— The “Health" of Nations Also Matters — In the future,  the wealthiest states—or those economies offering the best long-term investment opportunities—look to be those with vibrant and dynamic life science capabilities and infrastructure.
  • Thought of the Week— Coronavirus: Tracking the recent developments — We highlight recent developments around case monitoring, testing and drug development.

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