Capital Market Outlook
January 16, 2024
IN THIS ISSUE
- Macro Strategy — The Case For Interest Rate Cuts In 2024: The sharp slowdown in private sector hiring and deteriorating trends in various other labor demand indicators suggest that the economic winds may be shifting in a more unfavorable direction that justifies lower interest rates.
- Market View — Recalibrating Our Themes for 2024: A handful of long-term secular trends and themes is unfolding and for that reason, we've recalibrated our 2024 themes to be reflective of these powerful structural forces.
- Thought of the Week — As Goes January, so Goes the Year?: Shaky market activity in the beginning of the year does not necessarily portend weakness for Equities.