Skip to Content

Capital Market Outlook

November 6, 2023


  • Macro Strategy — No Rush: The market concluded that inflation will be higher-for-longer, which is supportive of profits and risk-assets as long as the Federal Reserve is in no rush to bring inflation lower.
  • Market View — Is the Debt Wall Scalable?: The indebted levels of corporate America, consumers and the government could be unsustainable.
  • Thought of the Week — How I Learned to Stop Worrying and Love the Bonds: The risk-reward is more favorable for bond investors, in our opinion.

Related Insights