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Capital Market Outlook

October 16, 2023


  • Macro Strategy — Resilient: We look at some of the macro-level sources of resilience for the S&P 500 and the likelihood they persist.
  • Market View — A Refresher for the Next Phase of Inflation: We explore the fundamentals of inflation as we think about how to approach portfolio strategy during the next phase.
  • Thought of the Week — The Israel-Hamas War: What Might an Extended Conflict Mean for Global Markets?: We expect the bulk of the economic fallout to stay confined for now.

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