with Ben May and Kiki Sondh
December 1, 2023
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at least that seems to be the broad agreement among markets, policymakers, and forecasters. For the most part, we concur and have identified three key themes that we think will be key to the precise path that economies and financial markets take next year:
Risks to the consensus growth view are skewed to the downside.
Inflation trends will diverge more.
Despite the gloom, some bright spots will emerge
In this webinar we explore these three key themes in more detail