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Capital Market Outlook

July 10, 2023


  • Macro Strategy — Message in the Yield Curve: The front of the yield curve has steepened, putting more strains on the economy.
  • Market View — 2023: A Midyear Market Assessment: We review what has been a strong start to the year for global Equity markets and identify some of the key trends that could determine market direction going into the second half.
  • Thought of the Week — Who's Hiring?: We continue to expect job growth to slow in the back half of the year as a deteriorating profits cycle forces firms to take more aggressive cost-cutting measures to support margins.

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