Episode Details

In this week’s episode, hear Brandon Swensen recount the events that have made 2023 a very exciting year for investors. 

Summary points:

• The year began against a backdrop of a resilient US economy but one saddled with high inflation.
• 2023 has included volatility from monetary policy, fiscal policy, domestic politics, geopolitics, and company specific events.
• Markets have rallied into the end of the year, supported by dovish Fed language and the increased chances of a soft economic landing.
• We believe that going into 2024 there is plenty of potential for volatility to re-emerge, but our base-case is for gradually falling inflation and rate cuts.