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Capital Market Outlook

July 8, 2024


  • Macro Strategy — Fed Boost Needed For A Sustained Positive Profits Outlook: Labor market indicators are already cooling, and its strength will be key to monetary policy in coming quarters.

  • Market View — A Less Concentrated Path Forward?: We remain overall constructive on the second half of the year, with concentration risk for both earnings and Equity performance key to watch.

  • Thought of the Week — The Nexus Between Big Data and Big Energy Supports America's Global Competitiveness: The country with the lowest-cost energy infrastructure is in pole position to lead the globe's Artificial Intelligence revolution.

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