Tiffany Wilding
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The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
Diverging Markets, Diversified Portfolios
In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.
Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.
Fed Slowly Building the Confidence to Cut
The Federal Reserve sees progress on inflation, but wants more certainty before it’s prepared to lower the policy rate.
Four Economic Themes to Know in 2024
Economist Tiffany Wilding shares four macro themes from our 2024 outlook likely to influence global markets, including the potential for a U.S. interest rate-cutting cycle.
Navigating the Descent
Our Cyclical Outlook for the global economy and markets over the next year.
The market anticipates a swift shift in the Fed cycle.
U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.