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Capital Market Outlook

August 2, 2021


  • Macro Strategy — Macro In Brief: Current economic data is positive for risk assets, for now, but business cycle risks are building.
  • Global Market View — The Pressure's On Emerging Market Central Banks: By preemptively raising interest rates, we think some emerging markets central bankers may also be aiming to mitigate the effects of rising market anticipation for tighter monetary policy in the U.S.
  • Thought of the Week — The Cost of China's Crackdown: Just as China’s crackdown of its technology sector broadened out, many U.S. Mega-cap tech names hovered near highs.

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