Jessica Noviskis, CFA
Portfolio Strategist, OCIO Services
After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way to the details of execution. Of the many opportunities and risks facing markets this year, one of the most scrutinized will likely be how the Fed’s interest rate cuts compare to market expectations.
This newsletter analyzes current expectations for interest rate movements this year and potential scenarios that could influence the Fed’s policy decisions.
Read > Great Expectations
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
10.08.2026
LIVE WEBINAR — OCTOBER 22 Please join Marquette’s research team for our 3Q 2026 Market Insights Webinar…
09.28.2026
The phrase “expectations of higher inflation” has become a staple in financial news to explain the increase in nominal U.S….
09.21.2026
For much of the past several years, the conventional view has been that higher interest rates and stretched valuations would…
09.15.2026
Over the past decade, continuation vehicles (“CV”) have become one of the fastest-growing trends in private equity. Private equity funds…
08.24.2026
The global bond market is facing renewed pressure as investors demand higher yields to hold long-dated government debt, pushing borrowing…
08.10.2026
After reaching nearly ¥164 per dollar, its weakest level in roughly four decades, the yen had become a source of…
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