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.

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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.

 

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Fed 'March'es into Q2 on Hold

March 30, 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 March 2024 FOMC meeting. The discussion is centered around the macro backdrop for monetary policy and the implications for financial markets.

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.

International Equities Highlight (CE Credit Available)

In partnership with Asset TV, Bradley Krom participated on an International Equity Masterclass to discuss what it will take for the global investing environment to improve, the current macroeconomic and market environment, risks and challenges, and key takeaways when it comes to investing internationally.

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

WisdomTree Office Hours

Advisors can now join our thought leaders as they discuss current markets and actionable investment solutions. This small-setting format allows for advisors to ask questions and enter into a dialogue, leveraging our thought leadership to navigate the market uncertainty. The schedule is updated weekly.

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.

 

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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