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Capital Market Outlook

May 2, 2022


  • Macro Strategy — Assessing Recession Risk: The Recession Indicator: We expect the economic expansion to stay intact, and we remain of the view that monetary policy is still highly accommodative at present.
  • Global Market View — Corporate America is Well Positioned for a Tri-polar World: Reducing global supply chain vulnerabilities means tapping more, not fewer, external resources.
  • Thought of the Week — Warp Speed: The Rotation from FAANG 1.0 to FAANG 2.0: Market rotations are not uncommon although the massive moves of late have been among the most pronounced in recent history.

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