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Capital Market Outlook

December 13, 2021


  • Macro Strategy — The Balancing Dollar: Consensus expectations remain timid, reflecting a continued reluctance to bet against the greenback.
  • Global Market View — Our Wish List for a Happy Holiday and 2022 Outlook: After a year of upside surprises to both growth and investment returns, our base case for 2022 is for Equity outperformance to continue.
  • Thought of the Week — High-Growth Stocks Are Stalling: High-growth stocks have pulled back in recent weeks, especially those with negative free cash flows and low profitability.​

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