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Capital Market Outlook

November 1, 2021


  • Macro Strategy — Inflation Expectations at Risk of Coming Loose: The rise in inflation is starting to affect longer-term inflation expectations.
  • Global Market View — COP26, The Energy Crisis and the Green Transition: A time of severe stress in the global energy system, which potentially calls the green transition into question.
  • Thought of the Week — Team Transitory Wavering?: Recent moves higher in breakeven rates could be a signal that investors are starting to believe that increases in consumer prices may be higher and more persistent than previously expected.

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