Outlooks

Showing 7–12 insights out of 73 results
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.

Outlooks

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.

Commercial real estate outlook

Q4 2023 Commercial real estate outlook: Push and pull

Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.

Corporate credit outlook

Q4 2023 Corporate credit outlook: Riding the wave

Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.

Economic outlook

Q4 2023 Economic outlook: Dodged or delayed?

Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.

Showing 7–12 insights out of 73 results

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