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Capital Market Outlook

November 20, 2023


  • Macro Strategy — Progress On The Inflation Front Likely To Continue: There is a risk the disinflation trend may go too far which implies potential profit growth constraints in coming quarters.
  • Market View — Asia Opportunity Amid China's Challenges: Despite this year's disappointment, we still see several reasons to de-emphasize China within emerging markets on a structural basis.
  • Thought of the Week — Taking Stock of America's Energy Security: We continue to monitor oil prices—with the knowledge that, when it comes to energy security, the U.S. is better set up than most.

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