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Capital Market Outlook

November 22, 2021

IN THIS ISSUE

  • Macro Strategy —  Upside Risks To Excess Consumer Demand: Supply may continue to lag demand, keeping upside pressure on inflation.
  • Global Market View — An Equity Culture is Building — and it's a Positive for the Secular Bull Market: The increased participation of individual investors could shape market trends moving forward.
  • Thought of the Week — COP26: Investors Have The Potential To Play A Crucial Role In The Shift To A More Sustainable Planet: An agreement, adopted by nearly 200 countries, to speed up the timeline for addressing climate change in this “critical decade."

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