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Capital Market Outlook

February 20, 2024


  • Macro Strategy — Yield Curve Inversions, Now and Then: Longer-term real and nominal interest rates have risen despite rapidly declining inflation and an expectation that the Federal Reserve will be cutting interest rates.

  • Market View — Renewable Energy Equities: What Next After the Boom and Bust?: We view the global transition toward a clean energy future as still very much in progress, but a range of factors has led to volatility and steep price declines for related equity markets.

  • Thought of the Week — U.S.-China De-Risking: A Closer Look: The “de-risking" debate is far from over and will remain front and center as the 2024 election approaches.

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