Our 2024 Fearless Forecast: Can the Fed Deliver a Soft Landing?
Our outlook for 2024 is bullish for both stocks and bonds. While we expect modest equity returns compared to last year, we see the S&P 500 rising this year, as falling inflation, modest economic growth, above-average profit growth, lower interest rates, and the now famous “Powell Pivot” breathes life into the prospects of a soft-landing. Read more here…