FireSide: A Podcast Series from FS Investments

3D Report: Q4 2023 Recap—The economy has to normalize

December 19, 2023 FS Investments Episode 76
3D Report: Q4 2023 Recap—The economy has to normalize
FireSide: A Podcast Series from FS Investments
More Info
FireSide: A Podcast Series from FS Investments
3D Report: Q4 2023 Recap—The economy has to normalize
Dec 19, 2023 Episode 76
FS Investments

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. 

In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see in Q1 and beyond.

Show Notes

A surprise to the upside has continued to delight investors and confound experts throughout 2023. But despite the current giddy growth, gathering headwinds are likely to bring the economy back to a more rational place in the new year. 

In this episode of 3D Report, Chief Investment Officer Ryan Caldwell and Chief U.S. Economist Lara Rhame examine the yield curve, household spending, movements in Washington and more to tell us where markets are at the end of Q4 and what investors could see in Q1 and beyond.

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