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Capital Market Outlook

June 6, 2022


  • Macro Strategy — Inflation Dimming Economic Outlook: The outlook for economic growth has darkened, and risk assets have sharply repriced so far this year.
  • Global Market View — Market Update: Still on Thin I.C.E.: U.S. inflation needs to peak, China needs to aggressively reflate, and Europe needs to counterbalance the growth shock from soaring energy costs.
  • Thought of the Week — Is There Anything To Like About These Markets?: We believe there are some bright spots for long-term investors—more attractive valuations, income opportunities in the bond market and weaker investor sentiment.

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