Capital Markets Outlook
Expert insights on the economy, markets, and the critical impacts to investments
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Normalization: Endgame
Presented by Walt Czaicki, CFA
Although the pandemic has grown increasingly distant in the rearview mirror, many of its economic ramifications have lasted well into 2024. As we look ahead to the final quarter of the year, and into 2025, we expect the US economy to shake off the lingering effects of the pandemic and officially start a new chapter. This chapter will notably include lower rates and a new president in the White House. However, with change typically comes a degree of discomfort and uncertainty. Fortunately, a strong foundation has afforded the Fed time and flexibility to ease the US economy into a soft landing.
Key Insights
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All eyes remain fixed on inflation, growth and labor but unlike past quarters, the Fed is more focused on labor as inflation becomes ever more predictable.
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Equity opportunities have started broadening, but questions remain around its longevity as the economy continues to normalize.
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While rates fell sharply at the news of cuts, the critical determinant variables of pace and end point will bring volatility as markets search for solid footing ahead.
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AB's Capital Markets Committee discuss opportunities across asset classes and market segments our quarterly outlook webcast.
With growth moderating and inflation cooling, the US seems on track for a soft landing—as markets digest a stream of incoming information.
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Get Caught Up on Last Quarter’s Outlook
July 10, 2024 / 63 min
Presented by Richard A. Brink, CFA, Eric Winograd; Walt Czaicki, CFA; Scott DiMaggio, CFA, and Daryl Clements
3Q:24 Capital Markets Outlook: Distinguishing Signal from Noise
Another all-time high for equity markets, another round of question marks. Many of the questions are familiar as a critical transition point looms. The US economy still seems on track toward normal, but a pendulum has swung: when it comes to the picture painted by macro data, many investors’ primary worry has shifted from “too strong” to “too weak.”