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Q3 Research roundup—Navigating market optimism
Manage episode 428138911 series 2899874
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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024.
They go in depth on the latest impacts of market concentration, stubborn inflation and more, with a look at the causes and potential implications of the optimism currently priced into markets.
Chapters
1. Introduction and welcome (00:00:00)
2. Recap of the first half of 2024 (00:01:33)
3. Inflation and market optimism (00:02:30)
4. Equity market performance (00:04:29)
5. Corporate credit markets overview (00:06:41)
6. Commercial real estate insights (00:09:23)
7. What's next for CRE (00:12:12)
8. Macroeconomic outlook (00:14:33)
9. Credit market dynamics (00:18:26)
10. "Maximum optimism" in markets (00:21:42)
11. Final thoughts and one thing to watch (00:33:18)
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