Although we're accustomed to defining investment environments in calendar years, 2024 may not fit that approach very well. We expect that there may be a turning point in central bank policy rates and earnings growth, but they may not be easy to identify in real time. Investors may have to widen the lens to see the bigger picture and look beyond the noise and volatility. Here are some of the themes we expect to see in the coming year. Economic pain is likely in 2024, but that doesn't mean stocks will struggle all year, especially if there is a continuation of the "rolling recessions" that have been ... (full story)