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Capital Market Outlook

December 6, 2021

IN THIS ISSUE

  • Macro Strategy — Macro Backdrop Supportive Of Commodities in 2022: Commodity prices could eventually get a boost from modest depreciation of the dollar.
  • Global Market View — Can Non-U.S. Equities Regain Ground in 2022?: As we now look ahead into 2022, it will be important to consider whether this span of underperformance can extend further or whether it could begin to reverse.
  • Thought of the Week — Consumer Checkup: For now, the fundamentals for consumer spending ahead remain positive.

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