Center for Private Company Excellence Seminar: 2014 Economic & Market Outlook

The 2014 Puzzle

As we entered the New Year, a long-awaited normalization of monetary policy was underway. Economic activity, although modest, had become more self-sustaining. Corporate earnings were healthy, equity markets had rallied sharply, and Washington even seemed to have entered a new phase of bipartisanship.

Uncertainty was lifting and the pieces of the puzzle were falling into place, but what did the ultimate picture look like for businesses and investors?