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Capital Market Outlook

October 18, 2021

IN THIS ISSUE

  • Macro Strategy — The Global Energy Crunch: Strong demand and tight global supplies of energy are currently driving energy prices higher.
  • Global Market View —  Yes, The Robots Are Coming And Not A Minute Too Soon: Rarely has the labor/work mismatch been as great as it is today.
  • Thought of the Week — Stalling Sentiment Indicates Equity Upside: Various market indicators and surveys suggest that sentiment is in neutral territory at best.​

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