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Capital Market Outlook

August 1, 2022

IN THIS ISSUE

  • Macro Strategy — Powell on a Mission: The economy is expected to continue to lose momentum until the Federal Reserve stops draining liquidity with its aggressive quantitative tightening schedule.
  • Global Market View — Chips and Competitiveness One Year On: The U.S. chip industry ultimately requires funding in the hundreds of billions of dollars from both the public and private sectors.
  • Thought of the Week — Diverging Equity and Bond Volatility Sends Mixed Signals: Investor uncertainty appears more complex these days amid recent volatility trends in financial markets.

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