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Capital Market Outlook

June 1, 2020


  • Macro Strategy— Moving Toward “Escape Velocity" — Signs of a dramatic shift in the central banks' reflation efforts should raise the odds that inflation will finally increase to their target in the coming economic expansion. A budding European fiscal union should help this effort.
  • Global Market View— Market Musings: America's Baby Bust, the Boom in Cyberattacks, and the Reopening of the U.S. Healthcare Sector — Dynamics that investors could have missed during the pandemic headlines.
  • Thought of the Week— A Quick Study of the Equity Risk Premium — As opposed to other measures, the Equity Risk Premium (ERP) proves useful as it takes into account the level of interest rates, which is especially relevant given historically low rates.

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