Resetting After Summer
Summer break is over and it’s time for a reset. Heading into the fall, the biggest economic questions are: Will the resilient US economy stumble into a recession and how high will the Fed take interest rates? The answer to these questions will have profound impacts on both the bond and equity markets. Second quarter earnings may have come in better than expected, but the real story was in the trends that are unfolding and corporate guidance. And as politicians come back to work after their summer recess, there are rumblings of government funding disagreements that may lead to another spending showdown at the end of September. To top it off, the 2024 election season is officially underway. Guest speakers: Eugenio J. Alemán, Ph.D., Chief Economist; Tracey Manzi, Senior Investment Strategist; Ed Mills, Managing Director, Washington Policy Analyst and Matt Barry, Investment Strategy Analyst.
