Monthly Economic & Market Outlook Insights

Reflecting on the first quarter of 2024 reveals a landscape of economic resilience, characterized by modest growth, ongoing inflation challenges, and anticipation of future rate cuts. Explore insights and projections in our First Quarter 2024 Review & Forecast.

Explore our March 2024 Economic and Market Outlook, where we analyze the current state of the global economy and financial markets. We cover key topics such as the slight slowdown in the U.S. economy, inflation rates, the performance of global economies, evolving monetary policies, bond market dynamics, equity market trends, and the implications for commodities and currencies.

The U.S. economy’s resilience is evident with Q4 GDP growth at 3.3%, and while growth is set to slow, expectations are for sustained economic expansion. With inflation pressures easing, central banks may pivot, impacting bond and equity markets favorably.

Gain valuable insights on the key economic and market trends, challenges, and successes of 2023 and an outlook for January 2024.

Slower growth and lower inflation have brought an end to the global monetary tightening cycle. With interest rates now at normalized levels, fixed income securities are more competitive with an equity market that will be seeking greater earnings growth through productivity enhancements.