Market Outlook and Political Influence on Market Trends in 2024

The Chief Investment Officer provides insights on the market macro conditions for the second half of 2024, anticipating moderation in growth, decline in inflation, and potential Fed rate cuts. They highlight the impact of upcoming elections globally on various market factors and discuss valuations and potential S&P upside. The chapter also delves into expectations for fixed income markets and anticipated yield movements in the second half of the year.