Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Confluence of Ideas - The 2024 Outlook: Slow-Bicycle Economy
17 minutes Posted Dec 18, 2023 at 4:30 pm.
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Confluence's official 2024 Outlook anticipates a slowing U.S. economy and continued risk of recession. As the title of the report indicates, economic activity with slowing momentum is more susceptible to a negative shock. The co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez and Associate Market Strategist Thomas Wash, join the podcast to examine the main themes of their expectations and how investors can utilize an outlook piece such as this to review the big picture: where they've been, what the new year has in store, and how they might prepare for it.