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Q4 Research roundup: Landings are bumpy

Our experts dive into their outlooks for macro and markets in the fourth quarter.

Q4 GDP: What low economic growth means for 2017

The economy grew 1.9% in the fourth quarter, filling in the picture for 2016 with less than stellar growth of 1.6%. What does it mean for growth in 2017?

Q4 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

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.

Q4 2024 Corporate credit outlook: Jive like it’s 1995

Like the Fed’s 1995 mid-cycle recalibration, credit markets are supported by strong credit fundamentals and constructive technicals.

Q4 2024 Commercial real estate outlook: Recipe for a rebound

The ingredients for a market rebound are present, setting the table for a more appetizing menu of investment opportunities in 2025 and beyond.
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