New White Paper: 2024 Outlook: What’s Next After the “Fed Pivot”?

Apollo Chief Economist

The “Fed pivot” on December 13 to a dovish stance underscored the rapidly shifting outlook for both growth and inflation. Markets have reacted in kind. But the bottom line is that going into 2024, we still see upside risks to inflation, downside risks to growth, and expect rates to stay higher and for longer than the rest of the market does.

We published our consolidated views in my newest white paper, 2024 Economic and Capital Markets Outlook: What’s Next After the “Fed Pivot”? You can download it here.

I will also be discussing the contents of the paper and my views in detail in an Apollo Academy class today, Dec. 20, at 11:00 ET (eligible for a CE credit). Register here.

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