On the Markets

Marking to Market: 2024 Outlook

Following the first quarter of 2024, the U.S. economy still faces speculation about a potential recession, but early indicators suggest resilience. Labor market strength and low weekly jobless claims provide support in potentially averting a recession. However, surprising inflation readings hint at challenges.

In our quarterly outlook, we share our perspective on this nuanced economic landscape.

Read the latest report

Read the Actionable Ideas

The Global Edge
What Will “Higher for Longer” Actually Mean?

As major central banks in developed economies gear up for the next phase of monetary policy, the key question on the minds of global investors is what lies ahead. A consensus among central bankers suggests that rates will continue to stay in restrictive territory, with no cuts on the horizon in the near term. Given this backdrop, the central question for the coming year is deciphering the implications of "higher for longer." This shift in monetary policy will undoubtedly have far-reaching consequences for investment strategies, requiring careful assessment and adaptation as the financial landscape evolves.

 

Read the latest report

Has it Become the Fed 'May' or Will Cut Rates?

May 01, 2024

During this Office Hours replay, Professor Jeremy Siegel [WisdomTree Senior Economist], Jeremy Schwartz [Global Chief Investment Officer] and Kevin Flanagan [Head of Fixed Income Strategy] discuss the results of the May FOMC meeting focusing on where monetary policy currently stands and what investors should be expecting for the rest of 2024.

Fixed Income Masterclass Highlight: The Post Fed Rate High Cycle

Kevin Flanagan comments on why the new rate regime is one of the most important factors facing bond investors. Watch this highlight from the Fixed Income Masterclass, in partnership with Asset TV.

Click here to access the full on-demand replay, available for CE Credit through Asset TV.

2024 Outlook Masterclass Highlight (CE Credit Available)

In this event highlight, Global CIO Jeremy Schwartz covers the latest with the Fed and his macro outlook, including the key factors influencing interest rates and where they may be headed.

Click here to access the full on-demand replay, available for CE Credit through Asset TV.

The What’s Now Behind What’s Next:
Minds on the Markets

Week in and week out, our investment strategists Jeff Weniger and Kevin Flanagan, who live and breathe the market, translate the latest headlines, dissect the minutia of meeting minutes and break down the jargon to help inform your evolving investment decisions.

 

Read the Latest

 Image of Kevin Flanagan and Jeff Weniger

Commentaries from Our Thought Leaders

For more daily insights from our thought leaders, from macro commentary to helpful tips on trading ETFs in times of high volatility, visit our blog.

Basis Points Podcast with Kevin Flanagan