Skip to Content

Capital Market Outlook

October 31, 2022


  • Macro Strategy — Treasurys at the Epicenter of Brewing Financial Market Stress: Rising risks to financial stability have caused the Federal Reserve to signal a slowing of and potential pause to rate hikes in the first half of 2023.
  • Global Market View — Where Have All the Workers Gone?: The U.S. economy confronts a structural worker deficit with macro and micro implications only accelerating the substitution of labor for capital.
  • Thought of the Week — Bear Market Not Spooked Just Yet: The equity market will likely see more volatility to come.

Related Insights