Tiffany Wilding
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Fed Slowly Building the Confidence to Cut
The Federal Reserve sees progress on inflation, but wants more certainty before it’s prepared to lower the policy rate.
Four Economic Themes to Know in 2024
Economist Tiffany Wilding shares four macro themes from our 2024 outlook likely to influence global markets, including the potential for a U.S. interest rate-cutting cycle.
Navigating the Descent
Our Cyclical Outlook for the global economy and markets over the next year.
The market anticipates a swift shift in the Fed cycle.
U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Inflation Headache Remains for the Fed
The latest inflation report raises the odds of further Federal Reserve action.
Post Peak
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.