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Capital Market Outlook

May 16, 2022


  • Macro Strategy — Intensifying Global Headwinds: Much of the adjustment to limited energy supply will likely continue to take place on the demand side, creating headwinds to global economic growth.
  • Global Market View — The Markets Are Captive to a Toxic Trifecta: Until policy shifts start to materialize or take shape, investors will continue to swirl in a stew of uncertainty and remain captive to a most toxic trifecta.
  • Thought of the Week — Midterm Elections And Stock Market Returns: Past is Prologue?: Market weakness is common/not unusual ahead of midterm elections as well as post-election market rebounds.

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