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Capital Market Outlook

May 23, 2022


  • Macro Strategy — Labor Market Starting Its Initial Descent: We believe we are “starting our initial descent" toward a landing for the labor market and the overall business cycle. How soft will that landing be?
  • Global Market View — Pulling the Rip Cord: The U.S. as the Target Zone for Flows: The U.S. has been the target zone for inflows measured by foreigner flows into U.S. securities and foreign direct investment.
  • Thought of the Week — The Secular Bull Case for Commodities: In our view, protracted supply/demand issues could keep the secular bull market for commodities running.​

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