Quarterly macroeconomic highlights

Q2 2024

Examining opportunities and risks as late-cycle conditions extend

Q1 2024

Economic resilience and Fed flexibility could extend the cycle

Q1 2024

Further economic deterioration or a “soft landing” that extends the cycle?

Q4 2023

An updated look at select risks and opportunities in the macro environment

Q4 2023

Resilience in some areas of the economy, but multiple indicators still signaling risks

Q3 2023

An update on impending risks amid late-cycle economic conditions

Q3 2023

Late-cycle economic conditions continue with the full impacts of Fed rate hikes, tightening lending standards, and declining profits yet to be felt

Q2 2023

Economic growth drivers have been resilient, but are increasingly vulnerable

Q2 2023

Strong indications of late-cycle conditions tied, in part, to aggressive monetary tightening and related financial system stress

Q1 2023

Deteriorating data and the aggressive Fed point to late-cycle economic conditions