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Capital Market Outlook

February 26, 2024


  • Macro Strategy — Consensus Sees Stronger Growth: The growing probability that the economy has begun to reaccelerate is making the outlook for monetary easing less certain.

  • Market View — That Y2K Feeling is Back, But It's Political This Time?: In anticipation of the November vote, we see a world rethinking security arrangements with the U.S. and boosting defense spending and hear businesses recasting and reexamining their global supply chains given uncertain trade dynamics.

  • Thought of the Week — The Liquidity Pivot: Investors need to watch both rates and liquidity and their interplay as lower rates will also change bank liquidity decisions.

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