Capital Market Outlook

IN THIS ISSUE

• Macro Strategy — International Equity Markets: U.S. Versus The Rest of the World: Policy changes under the incoming U.S. administration are likely to reinforce our preference for U.S. Equities over the rest of the world.
  
  
• Market View — 3 Key Takeaways from Q3 Earnings Season: Three key takeaways stand out: corporate profits, Artificial Intelligence, and U.S. consumer.
  
  
• Thought of the Week — Could Housing Be a Bright Spot for 2025?: Positive factors, such as builder confidence and existing home sales data, alongside the expectation for mortgage rates to potentially fall could allow investors to become more confident about the housing market.​