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Capital Market Outlook

April 1, 2024


  • Macro Strategy — Is The Fed Pivot Reigniting Inflation?: The economic data have remained mixed, causing a persistent and pronounced divergence of opinion among economists regarding the direction of inflation and appropriate level of interest rates.

  • Market View — Four Charts on the CIO Radar Screen: High on our radar screen are the U.S. consumer, the commercial real estate market, foreign appetite for U.S. securities, and the proliferation of global protectionism and attendant risk to global earnings.

  • Thought of the Week — Quarterly Reflections: Q1 2024: Positive fundamentals fueled Equity performance.

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