This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, even higher interest rates while the labor market and consumer have seen continued strength. As we look to 2024, there is cause for both concern and optimism. A soft landing is still in view, but there’s a number of risks that could potentially divert us from that path. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the economic outlook for 2024.
For more insights, read the full investment outlook here: bit.ly/4avbwvG
Timestamps:
(0:00) Introduction
(1:20) Investment landscape
(2:45) Consumer Spending
(5:20) Labor market
(7:30) Inflation
(10:50) The Federal Reserve
(14:40) Economic Growth
(17:35) Outlook on bonds
(19:03) Investing during an election
(20:55) Outlook for 2024
25 июл 2024
