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Capital Market Outlook

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June 27, 2022


  • Macro Strategy — About Bears and Recessions: The same rules that apply to bear sightings may also apply to recessions: Don't run, don't panic, and stand your ground.

  • Global Market View — The Changing Paradigm for Corporate Earnings: Investor attention is now turning to earnings as the third leg of the fundamental stool for Equities as they attempt to gauge the key support levels.

  • Thought of the Week —  Bear Market History as a Guide: As we work through the market bottoming process, our highest conviction is to stay both disciplined and diversified.​


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A Merrill Contribution
Capital Market Outlook
Capital Market Outlook
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