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Capital Market Outlook

August 8, 2022


  • Macro Strategy — Business Revenues Too Strong For A First-Half Official Recession: The need to reverse growing negative pressures on U.S. corporate profit margins may suggest a necessary reset in business hiring and investment that typically triggers recessions.
  • Global Market View — In The Race For Global Manufacturing Supremacy, America Is Slipping Behind: Recent legislation attempts to bolster the manufacturing shortcomings of the U.S. and jumpstart a manufacturing comeback.
  • Thought of the Week — After July Rally, Investor Sentiment Remains In Bearish Zone: Certain indicators have recently shown signs of improvement, sending mixed signals.​

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