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.
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.
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.
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.
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
