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Capital Market Outlook

August 7, 2023


  • Macro Strategy — Reshoring: Some Inconvenient Truths and Unintended Consequences: Simply put, America needs more workers, a more secure and reliable source of metals/minerals, steadfast trading partners, the avoidance of a global subsidy war, improving relations with China, and greater supply chain diversification as opposed to concentration.
  • Market View — How Might El Nino Affect Global Markets?: The El Nino phenomenon could exacerbate higher global temperature increases on a cyclical basis later this year.
  • Thought of the Week — The Lopsided Bull is Standing On All Legs Now: Investors should continue to monitor possible headwinds that could leave the market vulnerable to potential volatility ahead.

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