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Capital Market Outlook

September 7, 2021

IN THIS ISSUE

  • Macro Strategy — How Durable Are Record-High Margins?: Investors should watch closely for signs of a budding peak in corporate profit margins.
  • Global Market View — U.S.-China Relations: Breaking Up is Hard to Do: Key metrics suggest more integration, not less—a bullish prospect for U.S. investors.
  • Thought of the Week — What Could Fed Tapering Mean for Equity Markets?: It will nonetheless be critical to keep in mind the broader macro environment, which is likely to remain favorable for prospective returns.

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