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Capital Market Outlook

July 6, 2021

IN THIS ISSUE

  • Macro Strategy — Macro Moderations and Market Transitions: The market's drivers are likely to transition toward business spending, productivity and shifting consumer spending toward services.
  • Global Market View — Ten Reasons to Stay Long the United States: U.S. equities are currently out front when it comes to the potential to generating 'long-term' returns for investors.
  • Thought of the Week — 'Tis the Season(ality): Seasonality suggests the benchmark just entered its strongest month of the year—July.​

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