Economic outlook

Soft landing or hard landing? The economy is on approach, but policy uncertainty from the Fed and elections could make the landing bumpy.

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?