1st Quarter 2024 Market Performance. The fed is expected to cut interest rates later this year despite the relatively high inflation. Quarterly macro themes, a quarterly publication by our macroeconomic and investment research group, explores critical and timely areas of research and updates our baseline views on the economy.
The us market index gained 3.48% in the second quarter, recovering from a major pullback in april. Meanwhile, bond markets, regarded as the likeliest winner for 2024, have struggled as inflation lingered.
