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Capital Market Outlook

October 30, 2023


  • Macro Strategy — Q3 Nominal GDP Spurt An Outlier: A combination of conditions point to downside risks for personal income, retail sales, corporate revenues and profits growth.
  • Market View — “One Damn Thing After Another" — Some Historical and Pictorial Perspectives on Market Returns: It is understandable that investors find themselves confused and overwhelmed by the cadence of history and the markets.
  • Thought of the Week — Foreign Financing Matters: The landscape of U.S. Treasury buyers has shifted.

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