As risk-on traders take a victory lap amid surging equity markets and now renewed monetary policy accommodation, the expectations for a soft landing in the U.S. economy now form the base case scenario for a preponderance of U.S. investors.
As we approach the end of 2024, market volatility persists, with the market narrative frequently shifting in response to new economic data releases. But what does this mean for fixed income markets and portfolio decisions in the fourth quarter of 2024 and beyond?
Market narratives have shifted significantly this year—from excitement surrounding artificial intelligence (AI) to apprehensions about big tech expenditure, and from recession worries to confidence in the resilience of the U.S. economy
The summer of 2024 threatens to ignite transnational conflict with an unprecedented array of flashpoints never seen in the modern world.
In this update, we begin by reviewing the state of the economy as we enter the second half of the year. We then pivot to discussing the potential impact of Artificial Intelligence (AI) on the Utilities sector and the performance of the Technology sector, driven by ongoing AI trends.
As we reach the midpoint of 2024, the economy grapples with familiar question that has persisted over the past couple of years. When will the substantial increase in interest rates significantly impact economic conditions?
