Global GDP Themes and Forecasts
US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. Stronger-than-expected economic data, plus a...
Many central banks, including the US Federal Reserve, have responded to high inflation with a shift toward tighter monetary policy. We expect the credit cycle to press on in late expansion, which may expose points of stress within the financial system. Market volatility is typical at this stage of the cycle, and we expect that to continue in the face of inflation fears and geopolitical turmoil. However, we see plenty of potential security-specific opportunities in assets backed by solid corporate fundamentals and above-trend real economic growth rates.
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