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.
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…
08.03.2026
In the cinematic masterpiece Rocky IV, Rocky gets dazed by his opponent, Captain Ivan Drago, and complains that he sees…
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
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