Contributors

Michael Cembalest

Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management

With falling U.S. inflation and the Federal Reserve’s potential easing-up on interest rates in the year to come, talk of a soft landing rather than a recession, hard landing or bear market is on the rise. As odds of a soft landing have increased, markets are already pricing that in at a time of single-digit earnings growth and single-digit returns on the median stock.

But just how bright of a future could be on the horizon? In Eye On The Market Outlook 2024: Pillow Talk, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, takes a closer look at weight loss drugs, antitrust risks to U.S. mega-cap stocks, Japan, China, the national debt and 10 surprises for the new year.

Read the full article here (PDF).

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