Cliff Noreen

All appears well on the economic and corporate earnings front, but inflation and geopolitics remain areas of uncertainty.

If 2023 taught us to expect the unexpected, then will ideal market and economic conditions persist?

The economy has been much stronger-than-expected, but the debate over recession remains front and center.

Economic growth has been stronger-than-anticipated, but the trend remains one of slowing growth and fading tailwinds.

For financial markets, the first quarter of 2023 was marked by a rollercoaster of volatility, emotions, and sudden shifts in narrative.

The last year was disappointing and there are serious questions to ask about the coming one.

Amid inflation-driven rate hikes and market drops, there’s been nowhere to hide for investors.

Investors should pay close attention to fundamentals, particularly earnings and interest rates.

A recession likely isn’t imminent, but there are substantial risks to the downside.

Expect the global economic recovery to continue into 2022, yet prepare for a more challenging year.

We are entering a more challenging stage of recovery and encourage a focus on fundamentals.

The economy is rebounding, but growth may not be sustainable in the long term.

A post-pandemic boom seems to lie ahead … but also potentially higher taxes and less stimulus support.

The mood in financial markets entering 2021 is much different than the fear and anxiety experienced in 2020.

With the upcoming election, investors are bracing for more volatility and an unpredictable finale to 2020.

Equity markets are in a tug of war with improving economic data tempered by rising COVID hotspots.

Unprecedented actions in the economy are underway, but the longer term impacts are still largely unknown.

Markets ended 2019 with positive momentum and a wave of investor optimism. But is turbulence ahead?