Macro Pulse: Pending the Pivot

Macro Pulse: Pending the Pivot

Updated July 2024 

For the first half of 2024, the U.S. economy has held up astonishingly well and inflation has gradually slowed. For many investors, this marks a “soft landing” – but it is far from the end of the road. As markets await the much-anticipated start of a monetary easing cycle, several questions persist.

• Where are we in the U.S. economic cycle?
• What has contributed to economic resilience thus far, and what could still trigger a recession?
• As the U.S. presidential election nears, where do policy shifts have the potential to impact investors?
• How can investors build an AI allocation over time?
• Implications for asset allocation and high conviction ideas

Hear from the team: CE Webinar (Tues, July 16 @ 1PM EDT)