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Capital Market Outlook

October 4, 2021


  • Macro Strategy — Economic Policy Turbulence Ahead: While fiscal policy has a great deal of near-term uncertainty, monetary policy is the more important piece to watch for tactical and strategic asset allocation decisions.
  • Global Market View —  Faith and Funds: The U.S. as the Final Destination: Many foreign investors have placed their faith on U.S. assets.
  • Thought of the Week — It's Not All Gloom and Doom on the U.S. Global Earnings Front: Clouded by the negative news about supply chain bottlenecks or an economic slowdown in China, U.S. foreign affiliate income is currently clipping along at a record pace.

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