Capital Markets: Observations & Insights

Key Observations

• Monetary conditions are tightening but stocks and the economy should be able to absorb moderate increases in interest rates • Business spending has begun to accelerate and outpace the broader economy, driven by strong earnings growth, tax reform, solid business confidence, and accommodative lending conditions • Leading indicators suggest the economy will continue to expand and corporate profits will continue to rise

Table of Contents

Party Without the Punch?

Pages 3-10


Pages 11-16


Pages 17-23


Pages 24-27

Page 2

Made with FlippingBook - professional solution for displaying marketing and sales documents online