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Capital Market Outlook

June 7, 2021


  • Macro Strategy — Keep on Keeping On Until Pent-up Demand Is Gone: Coincident and leading indicators of U.S. business investment spending remain positive heading into the back half of the year, but pent-up demand will quickly evaporate at this pace of growth.
  • Global Market View — The Global Baby Bust and Market Implications: The world is in the midst of a dramatic demographic shift by means of assimilating immigrants and boosting the female labor force participation rate.
  • Thought of the Week — European Yields Are Turning Positive: There are growing signs that yields continue to move higher as the economic outlook for Europe improves.

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