Bluerock：2024年经济与投资市场展望报告（英文版）

Despite the longest and most significant yield curve inversion in several decades, a declining money supply, declining inflation, and several months of negative leading economic indicators, the long-awaited Federal Reserve-induced recession has yet to materialize. We don’t believe recession risks have disappeared, but a strong labor market appears to be a material mitigating factor. We do see inflation stabilizing at a lower rate, (approximately 2.0-2.5% year-over-year) but above the deflatio