Us Equity Outlook 2024. We are likely at the end of the fed’s hiking cycle, but don’t anticipate rate cuts until the second half of 2024. Stocks clawed their way higher in 2023 as earnings recession abated amid easing inflation pressures, but.
Read the key points from our. Our us stock market outlook and valuation for may 2024.
Our Outlook For The New Year Is “2024”:
David sekera, cfa may 3, 2024.
Stocks Drop Enough In April To Return To Fair Value.
Analysts’ estimates for 2024 corporate earnings may be too.
Our Global Investment Strategists Preview The Year Ahead Looking At How A New Interest Rate Regime Might Affect The Economy And Your Portfolio.
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2% Growth, 0 Recessions, 2% Inflation And 4% Unemployment.
Global gdp growth slows to +2.2% in 2024, strengthens to +2.8% in 2025.
A Blurring Of The Lines Between Investor And Operator :
Equity market is trading at about a 3% premium to a composite of our fair values.
Equity Market’s Rally At The End Of 2023 Has Left Stocks Overvalued, With Little Room For Error.