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.
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?
