Quarterly Economic & Market Observations

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Presented by

Vincent Reinhart, Chief Economist & Macro Strategist

About this talk

In this quarterly installment of Economic and Market Observations, we discuss the forces shaping the global economy and monetary policy in 2024, including: • The potential paths of Federal Reserve (Fed) policy this year as linked to economic activity and inflation. • Why the possible outcomes for economic activity in 2024, given the starting point of current financial conditions and other drivers of demand, are distinct. • Our continued belief that the “last mile” of inflation will be hard—the slow progress in lowering services prices limits how quickly central banks dial back monetary policy restraint. This presentation will consider the possible direction of monetary policy and how its momentum could drive the economic outlook and asset returns. Please view the transcript under the attachments tab for important disclosures.
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