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Q2 2024 Economic outlook: Balancing optimism with challenges

Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.

lawn mower
Commercial real estate outlook

Q2 2024 Commercial real estate outlook: Attitude adjustment

CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.

Commercial real estate building
Corporate credit outlook

Charted territory: Buy the bushel, but beware of bad apples

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.

Economic outlook

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.

Commercial real estate outlook

Q1 2024 Commercial real estate outlook: The long way ’round

The U.S. commercial real estate market enters 2024 balancing hopes for a better year with fears of a more significant downturn.


Chief U.S. Economist Lara Rhame’s 10 for ’24

Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.

Showing 1–6 insights out of 70 results

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