5 Questions for 2024
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No single question seems likely to dominate the 2024 macro discourse to the extent the debate over a “hard” or “soft” landing commanded our attention in 2023. But last year’s developments raise a new set of questions for the year ahead, including the timing and magnitude of rate cuts and the state of the economy likely to give rise to them.
Our latest report from our Head of Global Research & Investment Strategy Jason Thomas examines five global macroeconomic questions for investors to consider in the year ahead. Review the key themes Jason highlights in the report and download the full report below.
5 Questions for 2024
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Read 5 Questions for 2024 by Jason Thomas
ABOUT THE EXPERT
Jason Thomas is the Head of Global Research & Investment Strategy at Carlyle, focusing on economic and statistical analysis of Carlyle portfolio data, asset prices and broader trends in the global economy.
Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance.
Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow.
Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.