Entries by Casey Jurinske

2024 Midyear Outlook Presentation

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios. VIEW THE WHOLE OUTLOOK PRESENTATION HERE THE ECONOMY: A TALE OF PROLONGED RESILIENCE, BUT A DELAYED LANDING ON THE HORIZON Economic growth has continued to surprise […]

2024 Midyear Outlook Letter

July 9, 2024 Dear Valued Investor, LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. I am excited to bring you a few of the key highlights today.  As we reach the halfway point […]

2024 Outlook Executive Summary

DOWNLOAD THE ORIGINAL EXECUTIVE SUMMARY In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. […]