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.
10.26.2026
Private equity activity is increasingly shifting toward smaller transactions, with total deal value for transactions of $100 million or less…
10.08.2026
This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
10.22.2026
Anyone who has run a marathon knows the last six miles are brutal — no matter how well the first…
10.19.2026
Since 1980, the S&P 500 Index has generally performed well in the weeks surrounding U.S. midterm elections. Specifically, the index…
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…
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