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Capital Market Outlook

June 22, 2020

IN THIS ISSUE

  • Macro Strategy What a Difference 100 Days Can Make For The Markets and Investors — Major crises often lead to fundamental shifts in economic and social behavior, and we feel this time will be no different.
  • Global Market View Industrials: Flash in the Pan or the Next Superstar?  — As we begin to see industrial manufacturing data recover from shutdown lows, there is potential for industrial stock performance to continue to improve.
  • Thought of the Week Dollar Likely To Support Oil Prices Ahead But Supply Discipline Remains Critical — The dollar may finally turn from a headwind for crude-oil prices into a tailwind, in our view.​

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