Q2 2025 U.S. economic outlook: Economic severance
Outward metrics show resilience; inward sentiment tells a different story. Market volatility is likely to persist until the understanding of government policy impact is better refined.
Q4 2024 Economic outlook: Landings are bumpy
Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.
Q3 2024 Economic outlook: The summer before the election
Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.
Q1 2024 Economic outlook: Landing coordinates
We look at risks to three key assumptions driving the rosy market outlook, including the coordinates of a soft landing, the pace of inflation and rate cut prospects.
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Q3 2023 Economic outlook: Sailing into the slowdown
Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?
