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3D Report: Q4 2023 Recap—The economy has to normalize

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Manage episode 390421254 series 2899874
Content provided by FS Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year.

In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see in Q1 and beyond.

  continue reading

93 episoade

Artwork
iconDistribuie
 
Manage episode 390421254 series 2899874
Content provided by FS Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FS Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year.

In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see in Q1 and beyond.

  continue reading

93 episoade

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