Although inflation is trending downward, there are still risks with the ongoing impact of the Fed’s “higher-for-longer” rate policy on the economy and corporate earnings. The jobs market has remained strong which has supported the U.S. consumer, but the risk of an economic slowdown remains as the Fed is looking to stay aggressive in its inflation battle. In addition, there are upcoming deadlines in which Congress will need to find a compromise to avoid a government shutdown and automatic spending cuts. In this video, we discuss our outlook and positioning on how each of these changing factors may impact the U.S. economy and the markets.
Watch here: https://youtu.be/LlGSU4Iz-EA?si=9qXBUkRxfYmFqAui
