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Capital Market Outlook

July 17, 2023


  • Macro Strategy — Will All The Cyclical Red Flags Prove Wrong About A Coming Recession?: Forward-looking indicators show momentum is still fading as the effect of higher interest rates squeezes demand.
  • Market View — Midyear Market Observations: Uncovering the developing trends under the surface of market conditions may help in monitoring the next stage of the market cycle.
  • Thought of the Week — Student Loan Repayments Could Present Modest Headwinds: We see several mitigating factors that could make it less of a headwind to the U.S. economy than many expect.

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