A team of our senior economists recently held a special online briefing all about the key economic themes which will shape 2024.
The team discussed risks across developed and emerging economies, and outlined our views on how growth, inflation and policymaking will develop in 2024. They addressed key issues, including:
- Why consensus forecasts for economic growth are too optimistic;
- Disinflationary paths in 2024 – and which DM central banks will cut rates first;
- The economic consequences of a packed electoral calendar against a backdrop of global fracturing.