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CIO Insights – March 29, 2024

Last Modified: May 29, 2024

In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces. Fixed income and equity markets entered the quarter with strong rallies, driven by expectations of both cooling inflation and resilient growth. However, once expectations for the Fed to cut rates declined, turbulence in the bond market appeared. St. Aubin also shares GDP growth and earnings outlooks and prompts us to prepare for March CPI data, which comes out on April 10. Of note: recent rising energy prices are likely to create some tailwinds for the inflation story, which will likely create headwinds for the bond market in the second quarter.