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Capital Market Outlook

January 8, 2024


  • Macro Strategy — Policy Committed to Stronger Growth: Faster trend nominal growth implies a higher interest-rate environment than that of the prepandemic “savings-glut" era.
  • Market View — Are the Markets Really Impervious to Geopolitical Risks: Investors should not be lulled into thinking that the major geopolitical events of today are inconsequential or trivial to assets and market returns.
  • Thought of the Week — Clean Energy Needs Hard Hats…Literally: In both the U.S. and abroad, the key—or foil—to the green transition will likely be workers.

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