Monthly Economic & Market Outlook Insights

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Update

November 2023 Economic and Market Outlook

The global economy has shown unforeseen growth in the first three quarters of 2023, particularly in the U.S., with a significant boost from consumer spending. However, with changing economic dynamics, the U.S. economy’s growth may slow down in the latter part of the year and into 2024. Meanwhile, equities have corrected, making them more attractive for investors as we approach the end of 2023.

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

Third Quarter 2023 Review & Forecast

Explore our in-depth Third Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

August 2023 Economic & Market Outlook

The U.S. economy is showing surprising strength despite aggressive central bank monetary tightening, pushing recession forecasts further out. Despite slowdowns in some sectors, consumer strength continues to drive positive GDP growth. Challenges persist in Europe and China, while the U.S., Japan, and emerging economies are maintaining economic growth. In terms of fixed-income securities, we remain cautious in this environment.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

Second Quarter 2023 Review and Forecast

Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

June 2023 Economic & Market Outlook

The global economy continues to show signs of strength amidst uncertainties, with the U.S. witnessing strong job and wage growth, despite concerns of short-term rates and banking turmoil. The GDP growth is projected to be around 1%-2% for the second quarter. There are rising concerns around inflation and the tightening of monetary policies, both in the U.S. and Europe. The Chinese economy’s recovery is reportedly slower than anticipated, leading to expectations of further support from the People’s Bank of China.

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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.