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Making Sense

What’s Shaping the Capital Markets in 2024?

Jul 8, 2024
Join host Amaury Guzman and guest Kevin Foley, Global Head of Capital Markets, as they discuss economic dynamics, IPO activity, M&A green shoots, private credit trends, and how CEOs are navigating economic uncertainties. Explore 2024 capital markets, interest rates, direct lending trends, CEO insights, global market trends, and more.
17:07

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Global capital markets are experiencing a 'Goldilocks' period with solid growth and easing inflation.
  • IPO activity is increasing, focusing on profitable businesses with high concentration in key stocks.

Deep dives

Current State of Global Capital Markets

Global capital markets are in a 'Goldilocks' period with solid economic growth, healthy corporate earnings, and easing inflationary pressures. Despite expectations, the Fed has remained cautious about rate cuts, with the market now pricing in a 75% chance of two cuts later in the year. The economic outlook has been better than anticipated, leading to a shift in rate expectations. Volatility in the markets has been lower than expected amidst changing rate forecasts.

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