Earnings
After a weak 2023, profits are expected to experience double digit growth this year. “Magnificent 7” stocks drove most earnings growth last year, but broader profit leadership may present opportunities in other parts of the market during the second half of 2024.
Learn more by downloading our Earnings Key Takeaways PDF or by watching our short video on the topic.
Inflation
Lack of progress on inflation has influenced the Fed to keep interest rates higher for longer, until the areas that are primarily driving inflation show more definitive signs of weakening. Some drivers of inflation we will be keeping an eye on in the second half of the year include the stability of supply chains, wage growth and shelter prices.
Learn more by downloading our Inflation Key Takeaways PDF or by watching our short video on the topic.
Interest Rates
At the beginning of the year, the market was pricing in roughly six interest rate cuts. Now, they are pricing in just one rate cut by the end of the year.
Learn more by downloading our Interest Rates Key Takeaways PDF or by watching our short video on the topic.
