Quarterly macroeconomic highlights
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Q4 2024
Continued economic growth can bring opportunities and risks in a mature cycle
Mid-quarter macro update – Q4 2024
Q4 2024
As the Fed starts easing, we see a mix of risks and resilience in slowing economic data
Macroeconomic highlights – Q4 2024
Q3 2024
Positioning portfolios in a nuanced and noisy late-cycle environment
Mid-quarter macro update – Q3 2024
Q3 2024
Navigating slow-to-moderate economic growth and elevated sentiment as Fed inches toward cuts
Macroeconomic highlights – Q3 2024
Q2 2024
Seeing late-cycle opportunities in broadening sector leadership and fixed income
Mid-quarter macro update – Q2 2024
Q2 2024
Examining opportunities and risks as late-cycle conditions extend
Macroeconomic highlights – Q2 2024
Q1 2024
Economic resilience and Fed flexibility could extend the cycle
Mid-quarter macro update – Q1 2024
Q1 2024
Further economic deterioration or a “soft landing” that extends the cycle?
Macroeconomic highlights – Q1 2024
Q4 2023
An updated look at select risks and opportunities in the macro environment
Mid-quarter macro update – Q4 2023
Q4 2023
Resilience in some areas of the economy, but multiple indicators still signaling risks
Macroeconomic highlights – Q4 2023