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Capital Market Outlook

June 15, 2020


  • Macro Strategy— In Claims We TrustLabor market data released over the last few weeks suggest the recession that followed is already over, making it the shortest recession on record.
  • Global Market View— Equities Supported By the A.B.C.D.Es.We see equities remaining in a higher trading channel owing to support by the A.B.Cs.
  • Thought of the Week— No Olympics, but the U.S. Takes Gold in World-class PatentsLong-term exposure in many cutting-edge technologies and positions in their respective countries and companies seem to be leading the way.​

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