Economic outlook

Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.

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.

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?

Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?

Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.