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Cirrus Market Outlook: Q4 2024 - Credit Expansion Cycle to Broaden Leadership and Temper a Quality Bias.
Manage episode 445789490 series 3363536
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In this episode, Satya Pradhuman outlines the firm’s framing of the current market environment in our latest Market Elevation Podcast.
Leadership will continue to be stress-tested as a more cyclical market leadership profile settles and the grumblings over NVIDIA’s (NVDA) deceleration in growth become louder. By the first quarter of next year, the Fed will have likely made additional moves in easing. Focusing on a strong close of the year and out towards 2025, we continue to highlight the risk of a more cyclical run, that credit markets are strong, and profits are on the rebound. Counter to the consensus view of a recession given the Fed’s recent rate cut, we believe that the concern may be more lodged on the side of inflation concerns reheating, effectively a bearish steepener.
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