Capital Market Outlook
April 11, 2022
IN THIS ISSUE
- Macro Strategy — How tight are financial conditions?: We would broadly categorize macro financial conditions as “flashing yellow".
- Global Market View — Shifting Supply-Side Shocks: These shocks are creating persistent inflation, bringing novel challenges for policymakers and investors.
- Thought of the Week — What Have Yield Curves Been Saying Recently?: We believe the divergence is simply a glaring sign of how far behind the curve the Fed is at the moment.
Read the full issue here
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The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S" or “Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.").
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