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Capital Market Outlook

March 25, 2024


  • Macro Strategy — The Secret Sauce to U.S. Economic Dynamism: America's entrepreneurial DNA empowers startups, enables innovation, fosters competition, creates opportunities and challenges incumbents.

  • Market View — The Running of the Bulls: Despite underlying risks such as inflation misses, or headline risk of sporadic bank issues, appetite for Equities remains strong.

  • Thought of the Week — Growth in Household Wealth Drives Supply-Demand Imbalance for Munis: The supply-demand imbalance has caused a systemic richening in muni valuations versus taxable Fixed Income investments.

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