IMF fiscal forecast for the U.S. was off the mark
Decline in raw materials, industrial product prices led by crude oil
Easing interest rates, coupled with rising geopolitical risk, boost outlook
CPI surprises largely temporary, shouldn't derail monetary easing
Bank has flexibility to pivot, cushioning the impact of regulators' sanctions
Global monetary policy set to sync up as the Fed begins to ease
Fed's revised endgame is weaker, but the changes are still good for banks' credit: Moody's
Asset quality, fee revenues to benefit as net interest income weakens
Both investment grade and speculative companies saw debts decline: S&P
Fitch boosts U.S., world forecast for 2024, expects slowing in 2025