2024 Capital Markets Forecast: U.S. Economic Exceptionalism—Can the Reign Continue?

The close of each economic cycle and the start of the next carry a unique set of circumstances and challenges. From the vantage point of the depths of the decline, the conditions needed to produce a new expansion can appear daunting. Yet, a signal feature of the U.S. economy, one that has persisted since World War II, has been its ability to shake off the troubles of the failing cycle and ably power into a fresh expansion. In this Capital Markets Forecast report, we look at how to best mitigate today the long-term investment risk of a possibly retreating U.S. economy tomorrow.