Drop-In: Global Markets Outlook – What to expect from equities, bonds and FX markets

Our markets team recently held an online briefing all about how we expect global equities, bonds, and currencies to perform through the end of this year and into 2025. During this session, the economists answered questions from the audience following their latest Asset Allocation and FX Markets Outlook reports, including:

Why we think the US stock bubble will continue to inflate;
Why we envisage global bond yields dropping back;
Whether we expect the recent strength of the dollar to last.

Drop-In: Global Markets Outlook – What to expect from equities, bonds and FX markets

Emerging Markets Chart Pack (April 2024)

USD strength may delay, not derail, EM easing cycles

Stock markets fall back: consolidation or worse?

Fall in EM yields may be delayed but is still on the cards

Europe Drop-In: Germany’s economic future – Is the ‘sick man’ healing?

Commodities Drop-In: Geopolitical risk and the commodities price outlook