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Capital Market Outlook

May 11, 2020

IN THIS ISSUE

  • Macro Strategy— Stopping Deflation  This abundant liquidity combined with aggressive government spending could help support risk assets and the potential for a strong economic recovery.
  • Global Market View— Post the Pandemic: Debt, Deglobalization, Digitalization, Demographics — Each of these dynamics will determine asset prices, risk premiums, earnings momentum, and the cost of capital, among other things, as well as macro metrics like real gross domestic product (GDP) growth, inflation, trade and employment.
  • Thought of the Week— Higher Muni Yields May Provide Opportunities for Investors if they are selective with regards to credit.
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