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Capital Market Outlook

May 22, 2023


  • Macro Strategy — Reframing the Traditional Investment Strategy: The change from a low inflation, easy financial conditions environment toward one characterized by elevated inflation and tighter monetary policy may present potential challenges ahead for the classic 60/40 allocation.
  • Market View — The Debt Ceiling Debate: The World is Watching: How America's foreign creditors react to the talks in Washington could influence near-term U.S. asset prices.
  • Thought of the Week — U.S. Credit Conditions: Where We Stand: One of the biggest unknowns is the expectation for bank lending, which has been slowing in the wake of the Federal Reserve interest rate hiking cycle.

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