EP23 - US Economy Sees Increased Odds Of Soft Or No Landing

01 Feb 2024

In this episode, we take a look at recent central bank actions across the globe as each major market grapples with whether to hike, hold or cut their rates. Narrowing the lens to US regional banks, we review the latest earnings reports which continue to contend with CRE-related risk in their portfolios.

In addition, we analyze how the latest US macro indicators support an evolving narrative toward a soft landing or no landing for the economy.