Capital Markets Outlook & Investment Strategy Update

Stokes Capital Advisors, LLC |


  • Expansion Continues But Global Business Cycle Less Synchronized
  • Late-Cycle Pressures Rising, Risk of Recession Remains Low
  • Central Banks Normalize Monetary Policy (Headwind)
  • Solid Economic Growth and Corporate Earnings (Tailwind)
  • U.S./China Trade Tensions & Geopolitical Risks Rising
  • Possible Central Bank Policy Error

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