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 ExpectationsThe 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.
02.13.2025
The new year brings a new political administration with fresh approaches and drastically different perspectives on topics ranging from immigration…
02.19.2025
By now, readers likely know that large-cap equities propelled the U.S. equity market higher in 2023 and 2024, as the…
02.11.2025
While investors scrutinize rhetoric from the Trump administration for its potential to ignite another bout of inflation for U.S. consumers,…
02.04.2025
The tariff plans announced by President Trump in recent days represent a significant escalation in trade policy and a shift…
01.28.2025
As the real estate market evolves, alternative sectors are expected to drive significant growth in the coming years. Senior housing,…
01.23.2025
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
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