Report
US macro: a change of atmosphere?
Forecasters and investors spent much of 2023 watching out for a US recession that never materialised. According to the median consensus scenario, US economic growth is expected to be close to its potential in 2024. The stock market has hit new highs and some observers, including at the Fed, fear that a premature policy rate cut could trigger exuberance. Have we really moved from an "vibecession" to a new risk of overheating? Macro data is mixed, particularly regarding business se...
Provider
Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
Other Reports from Oddo BHF
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.