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Capital Market Outlook

July 13, 2020


  • Macro Strategy — Is Economic Activity Flatlining? — What are the headline index, the underlying components, and other recent economic data releases telling us about the state of the U.S. economy?
  • Global Market View  The Coming Boom in Healthtech  The pandemic has greatly accelerated the fusion of science and technology.
  • Thought of the Week  Q2 Earnings Preview: Saddling Up at the Trough  We expect the pace of decline to trough in the second quarter and investors to use earnings season to look for the degree of economic disruption, emerging trends or clues, and expectations for the earnings path going forward.

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