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Capital Market Outlook

December 4, 2023


  • Macro Strategy — Business Cycle Extended by Still Abundant Liquidity and Strong Profits: Conflicting economic signals persist while hopes of a soft landing and prospects of lower interest rates have reinvigorated risk assets.
  • Market View — In the Race for Foreign Investment, the U.S. Leads, China Lags, and Why It Matters: The emerging foreign direct investment differential between the two nations could be a deciding factor in which nation presents the most attractive long-term investment opportunities to investors.
  • Thought of the Week — Markets Cheer for the Holidays: As we turn the calendar page, weakness on concerns that fundamentally do not alter the investment terrain or growth curve are buying opportunities from our perspective.

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