Economic & Market Update Insights

Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy shifts, market rotations, and potential implications of the U.S. election results, this outlook offers valuable insights to help investors consider year-end market developments and prepare for 2025.

Examine the market’s response to the 2024 election results. Cerity Partners discusses the potential impacts of new government policies on investments and the broader economy.

Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation is resuming its downward trend, and solid consumption is continuing to power economic growth. Amid this new phase of the economic cycle, equity markets are poised to continue their strong performance even as they broaden out into previously unloved sectors.

An end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.

Our September Outlook analyzes the latest trends in labor markets, inflation, and equity performance. With the Federal Reserve’s policy shifts and evolving market conditions, we explore what these developments mean for investors and their portfolios.