Perspectives & Key Themes from Market Participants

Recently, SIFMA hosted our Annual Meeting, where we gained insights into top-of-mind topics for market participants. Inside this note, we recap just some of what was seen and heard, including:

• The Industry Outlook – The capital markets outlook, including increasing reliance on financial advice in challenging markets and how capital markets firms are weathering the ever-changing environment, plus pre-conference survey results on industry themes, macro events, and markets/volatility.
• The Economic Outlook – A bull-bear debate on the Fed’s rate conundrum and the impact of monetary policy on the real economy – resiliency of economic growth, the consumer, the labor market, inflation’s path to 2%, and the Fed’s rate decisions – plus pre-conference survey results on economics.
• The Regulatory View – Market participant thoughts on regulations; Treasury on markets, digital assets, critical technologies, China, and geopolitics; the SEC on UST, as well as equity markets reform, T+1 transition, and predictive data analytics; the CFTC on technology, digital assets, and Basel III Endgame; and pre-conference survey results on ESG/crypto regulations.

 

 

Contents

• The Industry Outlook
  • Market Touchpoint: Industry Themes
  • Market Touchpoint: Macro Themes
  • Market Touchpoint: Markets & Volatility
  • Capital Markets Outlook
• The Economic Outlook
  • Setting the Scene
  • The Bull/Bear Debate
  • The Impact on the Real Economy
  • Market Touchpoint: Economic Themes
• The Regulatory View
  • The Industry View
  • The Treasury Department View
  • The SEC View
  • The CFTC View
  • Market Touchpoint: Other Regulations

Author

SIFMA Insights
Katie Kolchin, CFA

Related Resources

• Featured Video

  Annual Meeting Video On Demand

• Policy & Regulation

  SIFMA Testimony on Examining the SEC's Rulemaking Agenda

• Industry Resource

  T+1 Industry Playbook