Jonathan Treussard is Founder of Treussard Capital Management. Jonathan, my former PhD student, returns to Economics Matters -- the Podcast to discuss his 2024 market outlook. Jonathan starts off reviewing 2023's remarkable soft landing and surprising stats, including almost 5 percent real GDP growth, 2.7 percent labor-productivity growth, sustained low unemployment, plunging inflation and interest rates, significant gains in stocks and other assets markets, and very low levels of risk. Jonathan then tells us what could go wrong in 2024, including the economy's returning to normal, the banks getting further slammed by commercial real estate, a trade war or worse with China, inflation kicking back up, and more.
Share this post
Economist Jonathan Treussard Examines the…
Share this post
Jonathan Treussard is Founder of Treussard Capital Management. Jonathan, my former PhD student, returns to Economics Matters -- the Podcast to discuss his 2024 market outlook. Jonathan starts off reviewing 2023's remarkable soft landing and surprising stats, including almost 5 percent real GDP growth, 2.7 percent labor-productivity growth, sustained low unemployment, plunging inflation and interest rates, significant gains in stocks and other assets markets, and very low levels of risk. Jonathan then tells us what could go wrong in 2024, including the economy's returning to normal, the banks getting further slammed by commercial real estate, a trade war or worse with China, inflation kicking back up, and more.