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Growth Has Slowed
Could the market be overestimating the chances of a soft landing?
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Done with the Noise
Four years since the outbreak of the pandemic, we're through the COVID noise
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March 2024

Likely Peak
However, the economic outlook is uncertain
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Stickier than Expected
The CPI-U increased 0.4% in February on a seasonally adjusted basis
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Well Above Neutral
Interest rates right now are into restrictive territory
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1
In Good Shape
Consumer confidence is up and consumer spending remains robust
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February 2024

Still Strong
The American consumer's ability to borrow is still there and activity levels are high
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1
Doing Pretty Well
Inflation has moderated but wage inflation is still sticky
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Subprime Signals
Listen now | Episode 112
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8:09
Positive Outlook
2024 appears to have a more stable outlook than expected a few months ago
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Meta Joins the Dividend Club
Listen now | Episode 111
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11:14
Dialing Back Restraint
Fed: We believe that our policy rate is likely at its peak for this tightening cycle
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