HomeMarketsU.S. Economy & Jobs“Resilient U.S. Economy” Persists

“Resilient U.S. Economy” Persists

Data indicates the “resilient U.S. economy” theme we authored in 2022 persists, notes Darius Dale. He discusses the takeaways from today’s PCE print. He also forecasts a potential U.S. recession. He highlights that the last mile of disinflation will be the most difficult for the Fed to traverse. He then looks at best positioned sectors in 2024.

The Watch List

26 Jan 2024

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