U.S. Economist Matt Bush, Investment Strategist Maria Giraldo, Investment Strategist Chris Squillante, and Economist Jerry Cai join Macro Markets to discuss the latest Quarterly Macro Themes, which takes a deep dive into issues helping shape our baseline economic views.
Research spotlight on what’s next.
U.S. economic activity has been better than expected, but leading recession indicators still argue for caution.
Leading signals are flashing red as the debt ceiling takes center stage.
We expect that a recession in 2023 will not be overly severe, particularly with improved global prospects.
10 charts illustrate the macroeconomic trends we believe are most likely to shape the investment environment in 2023.
Recent data is moving in the Fed’s desired direction.
October jobs data suggests a cooling labor market.
Weakening jobs picture will signal that Fed tightening is working as intended.
Deeper losses for equities may lay ahead.
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