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Capital Market Outlook

April 27, 2020

IN THIS ISSUE

  • Macro Strategy Penny Wise and Pound Foolish — The pandemic currently wreaking havoc in the developed world likely marks the culmination of the hyper globalization trend as it reveals more of its flaws.
  • Global Market View What Will Set the Markets F.R.E.E.? — For insight, we look to the following: flattening of the curve, reopening of the economy, earnings clarity and energy price stability.
  • Thought of the Week Investment Demand Supports Gold Prices — Current surging demand for coins and gold bars has caused a scramble for physical gold, creating the impression of gold shortages..

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