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Capital Market Outlook

September 19, 2022

IN THIS ISSUE

  • Macro Strategy — Signals at Bear Market Bottoms: With the Federal Reserve slamming on the monetary brakes, macro signals could also fall into line sooner-rather-than-later, perhaps in the first half of next year.
  • Global Market View — Speed Bumps Ahead: Taking Stock of the Global EV Battery Supply Chain: There may be  more demand for batteries, more upside pressure on mineral prices, and more hard-asset investment opportunities for investors.
  • Thought of the Week — When Bad News Meets Poor Sentiment: Inflation moderation may be unpredictable and rough for markets to stomach.

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