Insight
1.24.24
The Big Picture by John Fekete: Post-Fed Pivot Clarity
January 2024 – John Fekete, Crescent Capital’s Head of Tradeable Credit, discusses the state of the U.S. economy and the outlook for debt markets.
2024 looks to be the year of the pivot as the Federal Reserve tames inflation while the economy remains resilient. John discusses the biggest surprises of 2023, the outlook for credit in 2024, his favorite fixed income sector right now, and risk factors to be looking out for now and into the new year.