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Capital Market Outlook

September 11, 2023


  • Macro Strategy — Risk Monitor: A Clash of Outlooks: We review the dynamic running tally of the tailwinds, headwinds and risks facing the investment outlook.
  • Market View — When Will Bad News Be Bad News Again?: We see a number of scenarios that could develop over the next several months that may alter the way economic data is interpreted.
  • Thought of the Week — Consumer Spending Running Out Of Fuel: Several factors suggest that vigilance over the sustainability of this consumer spending rebound and its future support for the economy may be warranted.

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