2024 may be shaping up well for stocks

Denise Chisholm approaches her research by looking at market data through a historian's lens. She believes historical patterns, when considered in the appropriate context, can help investors build conviction about future trends. In this month's commentary, she sees important shifts in the economy—including a big decline in inflation, falling credit spreads, and high odds that the U.S. Federal Reserve (Fed) will lower interest rates this year which has benefited stocks in the past.