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. 

Ver todos los episodios