Group Chief Economist Neil Shearing tackles what we think will be the key themes for the global economy in 2024, including why the consensus for growth is too optimistic, how quickly the Fed could cut rates and how to think about the macro and market consequences of a full slate of elections.
Plus, with COP 28 about to get underway in Dubai, Climate Economics head David Oxley and Climate Economist Hamad Hussain discuss why these high-level meetings aren’t the solution to a successful green transition and highlight just some of the key findings from our new CE Climate Reporting Tools.
Analysis and events referenced in this episode:
Drop-In: The global economy in 2024 – Key themes/core risks
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...
Economics to keep trumping politics in EZ markets
While the Freedom Party’s victory in the Dutch parliamentary election was a big surprise, there is in our view only a very small probability that it will have a substantial impact on financial markets
