It’s the most wonderful time of the year… Outlook season! We’re not talking about Microsoft’s email hub (because email season NEVER ends), but rather the time of year that Chief Investment Strategists begin framing out their forecast for what the following year may hold for markets. In this Random Gleanings episode, the guys lean into the just published outlook from Charles Schwab’s Chief Investment Strategist, Liz Ann Sonders. Chris and Jesse both appreciate her measured and meticulous approach to analysis, and therefore use her report, and some charts, as a springboard for conversation on some initial thoughts on 2024.
A link to Liz Ann’s full report – https://www.schwab.com/learn/story/us-outlook-one-thing-leads-to-another
Chapters:
0:00 – Intro
0:23 – PLANNING – Max your 401(k)
1:06 – Rolling Recessions
5:40 – Outlook… Cautionary Signals
9:38 – Best Case Scenario – Rolling Recoveries?
12:09 – Summary
13:23 – RECOMENDATIONS
14:03 – Enjoy, Subscribe & Share!
#financialplanning #stocks #2024Outlook #RollingRecession #Recession #recovery24