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Capital Market Outlook

May 13, 2024


  • Macro Strategy — Why U.S. Equity Markets Are Less Volatile During Periods of Elevated Global Conflict: In short, volatility is lower because markets are pricing in a lower probability of a U.S. recession.

  • Market View — Emerging Markets and the Fed Hiking Cycle: The Dog That Didn't Bark: One of the major market trends of recent years has been relative resilience of Emerging Market currencies.

  • Thought of the Week — Tracking the AI Boom: While the power of Artificial Intelligence is not new, the latest advancements have investors calling it the advent of the next technological revolution.

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