Skip to Content

Capital Market Outlook

August 15, 2022


  • Macro Strategy — The Extended Dollar: Monetary tightening and increasingly adverse geopolitical crosscurrents are key factors supporting the dollar, but the more overvalued it becomes, the harsher the unwinding is likely to be.
  • Global Market View —The State of the Consumer—Firm but Fraying: We review factors that are currently in favor for the consumer, versus factors that call for getting cautious.
  • Thought of the Week — An Energized Q2 Earnings Season: We expect earnings to decline in 2023 on economic weakness and margin pressures.

Related Insights