04/01/2024
The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a multi-year rally. Today, investors are hoping to achieve a similar outcome as most central banks are eyeing the start of rate cuts in the months ahead.
In our latest Weekly Market Wrap, we examine the similarities and differences in the macroeconomic backdrop between now and the mid-'90s and offer our views of where the opportunities lie.
A summary of last week's market highlights and economic news.