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Recent Articles

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Apollo Management's chief economist predicts less than 50% chance of US economy having a soft landing due to increasing financial risks and impact of Fed's rate hikes, despite improved job market and stronger economic data

Euromonitor forecasts global real GDP to grow 2.7% in 2024, marking slowing growth for second straight year due to effect of high interest rates, weakening growth in China; global inflation expected to further decelerate to 5.4% in 2024 and 3.6% in 2025

Trucking executives from J.B. Hunt, Wabash and Werner suggest freight market to improve in 2024 amid strong labor market, sustained consumer spending, cooling inflation, potential interest rate cuts; spot, contract rates, particularly in dry van, suffer

Bank of America expects stock market to rise in 2024 with or without a rate cut, noting Fed has already made a lot of progress in taming inflation; as long as Fed doesn't hike further from here, stocks could remain reasonably well positioned

Commentary: Fed needs to cut rates as early as May to avoid 'tsunami' in commercial real estate sector; turmoil at US regional banks partly due to CRE is not idiosyncratic and poses systemic threat to wider financial system

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