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5 Questions for 2024

Carlyle 5 Questions

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.

Click here to watch Jason's questions for 2024 answered.

5 Questions for 2024

Carlyle 5 Questions

 

Carlyle 5 Questions

 

Carlyle 5 Questions

 

Carlyle 5 Questions

 

Carlyle 5 Questions

 

Read 5 Questions for 2024 by Jason Thomas

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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.

Economic and market views and forecasts reflect our judgment as of the date of this presentation and are subject to change without notice. In particular, forecasts are estimated, based on assumptions, and may change materially as economic and market conditions change. The Carlyle Group has no obligation to provide updates or changes to these forecasts. Certain information contained herein has been obtained from sources prepared by other parties, which in certain cases have not been updated through the date hereof. While such information is believed to be reliable for the purpose used herein, The Carlyle Group and its affiliates assume no responsibility for the accuracy, completeness or fairness of such information. References to particular portfolio companies are not intended as, and should not be construed as, recommendations for any particular company, investment, or security. The investments described herein were not made by a single investment fund or other product and do not represent all of the investments purchased or sold by any fund or product. This material should not be construed as an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. We are not soliciting any action based on this material. It is for the general information of clients of The Carlyle Group. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors.