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Capital Market Outlook

May 1, 2023


  • Macro Strategy — How Long Do Economic Expansions Last During High Inflation Periods?: The historical data on high inflation periods are consistent with our view that this expansion could be running out of steam.
  • Market View — Some Counterfactuals to the Deglobalization Debate: Key metrics of globalization suggest Corporate America is becoming more embedded globally, not less.
  • Thought of the Week — Concerns of Failed Bank Auctions Repricing MBS Exaggerated: There have been widespread concerns in the agency mortgage-backed securities (MBS) market due to recent bank failures.

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