CIO Weekly

Outlook 2024 | EMBRACING CHANGE
January Investment Strategy Brief

Entering 2024, we observe several enduring changes in the post-pandemic world that may well require a recalibration of market expectations. In this month’s Investment Strategy Brief, we look back at 2023 and review our outlook for the year on inflation, monetary policy, the economy, and markets.

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To read the full Outlook report, click here.

Spotlight No. 5: Outlook 2024: Embracing Change: The AI Revolution
Sight|Lines

The artificial intelligence (AI) revolution is transforming industries across the economy. Learn how AI is influencing our investment decisions.

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January in Review
Monthly Market Perspectives

The latest GDP reading for 4Q 2024 came in ahead of estimates, reflecting an uptick in consuming spending and exports. This positive momentum has contributed to higher consumer sentiment and a new all-time high for the S&P 500.

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The Federal Reserve Keeps Rates on Hold
Economic Brief

The Federal Reserve (Fed) reiterated the need for further improvement in inflation before implementing the long-awaited rate cuts investors are hoping for.

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Potomac Perspective
Washington Policy

A corporate tax bill scored an impressive victory in the House, signaling positive momentum leading up to a vote in the Senate. The corporate tax bill could open the door to an increase in the cap on the state and local tax (SALT) deduction.

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Stifel Bits
A breezy, lighthearted approach to our insights

37%: The percentage of 16-to 19-year-olds that had a job or were looking for one in 2023, the highest annual rate since 2009.

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Weekly Market Perspectives
For the week ending February 2, 2024

The Federal Open Market Committee (FOMC) left rates unchanged for the fourth meeting in a row, and five of the “Magnificent Seven” reported fourth quarter earnings, boosting the S&P 500 higher.

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