The Crescent Grove Advisors Quarterly Market Perspectives offers an overview of market conditions during the period, looking at key sectors of the market such equities and fixed income. The economy continued to show resilience fueled by many of the same trends seen over the last several quarters – notably strong economic growth mixed with stubborn but decelerating inflation. Signs point to a muted economic landscape in the latter half of 2024 as consumer spending and labor demand slow, opening the door to policy easing and lower interest rates.
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