- Sees a broadening recovery coming next year
- Says US to continue growing around 3%
- US consumers are getting a boost from cheaper oil
- US still has a lot of labour market slack
- Fed will need raise rates more than the market expects
- Sees a risk the Fed bungles exit by being too early
- Fed likely to raise in Sep 2015
It’s about time the big banks started getting in their 2015 sales pitches