Skip to Content

Capital Market Outlook

July 31, 2023


  • Macro Strategy — Post-Pandemic Reality Check on Themes: We are still of the belief that certain mega-forces can dominate the cyclical macro backdrop.
  • Market View — Watch List: 7 Bullish Catalysts for Equities: In our view, investors should be on the lookout for a handful of signals that could indicate that the newly established technical bull market has more room to run.
  • Thought of the Week — Start-Up Nation: The Animal Spirits of America Are Alive and Well: Notwithstanding significant headwinds, the entrepreneurial spirit of the U.S. remains robust and vibrant.

Related Insights