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Capital Market Outlook

January 16, 2024


  • 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.​

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