Analysts Corner: 05/13/2024 – Can the Economy Avoid Stagflation?
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Watching for Mean Reversion, Technology Diffusion, and the Next Inflection Point
Is there still a case for small caps? Head of Multi-Asset Strategy Adam Berger and Peter Carpi, a small- and micro-cap manager, consider the evidence and the asset allocation implications
Source: Wellington
Monthly Market Viewpoint – Delayed Landing
One might have thought that four years after the start of the pandemic, investors might have some confidence in the outlook for economic growth and inflation. Unfortunately, that is not the case.
Source: BNP Paribas
Do We Now Need to Worry About Stagflation?
Jerome Powell, Chair of the U.S. Federal Reserve, offered a memorable antidote to the gloomy sentiment at his last press conference on May 1: “I don’t see the ‘stag’ or the ‘flation’.”
Source: Beuberger Berman