A Year in Review and a Market on Repeat

Walter sits down to give a comprehensive overview of last year’s economic landscape and his expectations for the next twelve months. He looks back at the record-setting bank failures at the start of 2023 and how they were quickly overshadowed by the ongoing dominance of large-cap tech and the surprising resilience of the labor market. As the spotlight shifts to 2024, he also gives his insight on the first earnings reports and what to expect with the upcoming election.