Pivot to Fiscal Policy

Published on October 23, 2024

Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.

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The Inverted Yield Curve: Still a Reliable Signal?

October 23, 2024
Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn't dismiss the warning signs entirely.

GDP Growth Still Solid

October 23, 2024
With third quarter GDP being reported next Wednesday – less than a week before election day – the US is still not in recession.