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Capital Market Outlook

January 2, 2024


  • Macro Strategy — Stock and Bond Rallies Confirm Structural Shift to Higher Long-Term Inflation Regime: Easier monetary policy should drive an ongoing shift to the beneficiaries of lower interest rates that suffered through most of 2023 when rates were rising.
  • Market View — Ten Macro Questions for 2024: The answers to these questions will help dictate market direction and asset performance over the balance of the year.
  • Thought of the Week — Momentum into 2024: There is significant momentum carried into the New Year as the S&P 500 bumps up against its all-time high.

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