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Capital Market Outlook

July 11, 2022


  • Macro Strategy — Downside Risks Remain: Underwhelming economic data have continued to sap confidence in the longevity of the current expansion.
  • Global Market View — What the Markets May Not Be Pricing In?: We highlight a few possible scenarios that the markets may not be fully factoring into prices.
  • Thought of the Week — What Type of Recovery Shape for Global Consumer Confidence: “V" or “U"?: Raging inflation, Ukraine crisis, supply chain bottlenecks, the pandemic—all of these variables have converged to undermine one of the most important drivers of global growth.

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