November 24, 2023
As we parse 2024 outlooks, we offer this analysis from Schwab regarding four problem areas in the economy/markets. Here is their list of problem areas:
Commercial Real Estate – High-Yield Bonds – Small-cap Stocks – Regional Banks
2024 outlooks
Next Year
Published November 10, 2023
2024 Outlooks are starting to arrive. In the coming weeks we will take a look at a few of these forecasts. First, we will see what Delta Research sees in the year ahead.
“Generally, economic bad news is temporary while good news is more permanent. Recessions are measured in months while rising living standards are measured in decades and centuries. Bad news ebbs and flows. As a result, the market rises and falls in the intermediate and short-term. But over the long-term, the trend is higher as innovation, wealth creation and inflation lift valuations. (more…)