Q3 2024 Economic outlook: The summer before the election
More of our insights
FireSide: Q3 Research roundup—Navigating market optimism
Our experts dive into their outlooks for macro and markets in the third quarter.
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FireSide: Election 2024—Market and investing impact
Jason Cole, Head of Public Policy, and Chief U.S. Economist Lara Rhame delve into the upcoming election and its potential impacts on markets.
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Charted territory: Playbook for a new stock-bond correlation regime
The positive correlation between stocks and bonds has broken a 20-year trend of low-maintenance diversification. We argue this is not a cyclical anomaly but the start of a new regime.
![A black chess king piece stands upright on a red background, surrounded by several wooden blocks. Wooden blocks to the left of the chess piece have fallen over. Blocks to the right of the chess piece are standing upright. The image shows a challenging and strategic game.](https://fsinvestments.com/wp-content/uploads/2024/06/stock-bond-correlation-regime_img_2x_insights_1442x1004.jpg?w=250&h=150&crop=1)
The Takeaway with Troy Gayeski: Too good to be true?
Our Chief Market Strategist shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a poor reason to hold on to cash.
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Too good to be true?
Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash
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Markets are suddenly vulnerable to optimism
When expectations are so positive, the threshold for a downside surprise becomes incredibly low. Publicly traded equities may be particularly vulnerable in the coming quarter.
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