The 2022 Annual Meeting Debrief
Recently, SIFMA hosted our Annual Meeting. With hundreds of participants, 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 – industry and macro themes, with pre-conference survey results, as well as capital markets and wealth management outlooks
- View from Secretary of the U.S. Treasury Janet Yellen – economy’s transition to stable & sustained growth; resilient financial system, not seeing any massive risks; update on the U.S. Treasuries market
- The Economic Outlook – inflation by the numbers, a comparison to the 1970s, and the components in the inflation equation; recession, rates, and economists’ expectation
- The Regulatory View – market participant thoughts on the SEC agenda; agency priority updates from SEC Chair Gensler and CFTC Chairman Behnam
- The ESG Perspective – updates from Secretary Yellen and regulators; survey on ESG investing and underwriting
- More on Market Themes – digital assets/cryptocurrency and survey results on markets and volatility
Contents
- The Industry Outlook
- Market Touchpoint: Industry Themes
- Market Touchpoint: Macro Themes
- Outlook – Capital Markets
- Outlook – Wealth Management
- A View from the Secretary of the US Treasury
- The Economic Outlook
- Setting the Scene
- Inflation – Where We Are
- Inflation – 1970s Part II
- Inflation – Composition
- Recession – Unfortunately, Yes
- Rates – How Much More to Go
- Rapid Fire Roundup
- Market Touchpoint: Economic Themes
- The Regulatory View
- The Industry View
- The SEC View
- The CFTC View
- The ESG Perspective
- Updates from Regulators
- Market Touchpoint: ESG
- More on Market Themes
- Market Touchpoint: Markets & Volatility
- Crypto/Digital Assets
- Market Touchpoint: Crypto
Author
SIFMA Insights
Katie Kolchin, CFA