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Capital Market Outlook

March 4, 2024


  • Macro Strategy — U.S. Banks—Taking Stock of Recent Industry Trends From a Fixed Income Perspective: Although additional volatility is possible as the Financial sector works through the transitioning of the credit, economic and policy cycles, we see some potential value in the larger, diversified U.S. banks at this time.

  • Market View — A Mission Unaccomplished: A Different Take on U.S.-China Derisking: Finding alternative sources of demand from China has not been as easy or even possible.

  • Thought of the Week — Shades of Magnificence Overseas: The current earnings season in Europe has been underwhelming, with a larger-than-expected drop in profits being penciled in, and a rather mixed macro picture.

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