Inflation is coming down and is close to the Fed's target rate, which sets up the potential for rate cuts by the Fed. At the same time, the economy has experienced a series of slowdowns with crosscurrents and bifurcations in the indicators and in the equities market. So what's in store for the rest of 2024?

In this episode, Kathy and Liz Ann discuss the broader macroeconomic outlook and central bank policy for the second half of the year. They cover topics such as inflation, Fed policy, the U.S. economy, the labor market, and the impact of debt and deficits. They also highlight the importance of factors and quality in the equity market and the potential for a broadening out of performance. The upcoming week's economic indicators and data releases are also discussed.

On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.

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Midyear Outlook: The Fed & the U.S. Economy 35:12 Share

On Investing

Shownotes Transcript

Midyear Outlook: The Fed & the U.S. Economy