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?
Q2 2023 Economic outlook: Tipping point
Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?
Q4 2022 Economic outlook: Struggling for a foothold
Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.
Q2 2022 Economic outlook: Into or around the storm?
The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.
