April Outlook: Strong Economy Postpones Rate Cuts
Inflation is still running hotter than hoped, labor markets are near full employment, and stocks and home prices are at or close to record levels.…
Read MoreMarch Outlook: Fed Watchers Return to More Cautious Outlook
Not so long ago, investors expected the Federal Reserve to cut rates six times in 2024. But still-high inflation and a still-strong job market keep…
Read MoreFebruary Outlook: How Long Until Fed Cuts Rates?
Investors keep hoping the Federal Reserve will cut its federal funds rate from its current target of 5.25% to 5.5%. And Jerome Powell and company…
Read More2024 Outlook: Fed Finally Gives Investors Some Good News
Nearly two years after it began aggressively raising interest rates, the Federal Reserve has signaled that 2024 will be the year when investors get relief.…
Read MoreDecember Outlook: Is the Fed ‘Pivot’ Finally Here? Maybe, But Soft Landing Could Prove Tricky
The Federal Reserve began hiking rates in March 2022, a strategy designed to fight the most intense wave of inflation experienced by the U.S. economy…
Read MoreNovember Outlook: U.S. Economy Keeps Surging – But For How Long?
Just when you expect the United States economy to zig, it zags. Gross domestic product, the primary measure of economic output, grew at a 4.9%…
Read MoreOctober Outlook: ‘People Hate Inflation’
The U.S. economy continues to power through the Federal Reserve’s most aggressive tightening in decades. Unemployment is still below 4%, and stocks and home prices…
Read MoreNavigating By the Stars Under Cloudy Skies
The U.S. economy continues to defy expectations, confound forecasters and generally throw head fakes. Starting in early 2022, the Federal Reserve embarked on its most…
Read MoreAugust Outlook: A Soft Landing Now Looks Likely
Since the Federal Reserve began raising interest rates aggressively in 2022, economists and investors agreed that a recession loomed in the near future. The only…
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