Understand how policy decisions coming out of Washington may impact financial markets and your investments.
Government Policy content
The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.
Sentiment data is beginning to match relatively strong "hard" economic data.
As expected, the Fed held rates steady in January, but importantly downplayed the likelihood that rate cuts will start as soon as March.
Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
There are many risks for 2024 including those that are an ever-present part of investing and not unique to the outlook for any particular year. We've highlighted our top five.
As we approach 2024, what can investors expect from the markets in the new year?
Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.