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Capital Market Outlook

October 12, 2021

IN THIS ISSUE

  • Macro Strategy — Approving Fiscal Boosters: An increased emphasis on fiscal treatments brings significant implications for the business cycle and portfolio positioning.
  • Global Market View —  Recent Geostrategic Chess Moves and the Implications for Investors: The global geopolitical environment is fluid and in flux, and prone to periodic pressure points that can create and sustain market volatility.
  • Thought of the Week — Negative Real and Nominal Rates Continue To Support Global Growth: Monetary policies will likely remain supportive of growth for some time, and market yields seem to agree.​

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