Our Global Markets Chart Pack has been updated with the latest data and our analysis of recent developments.
We think the Fed and most other DM central banks will deliver a bit more policy rate cuts this year and next than investors currently anticipate. As a result, we forecast that Treasury yields will end 2024 slightly below their current levels, putting downward pressure on yields across the world. Meanwhile, we expect a stock market bubble to inflate on the back of growing enthusiasm about Artificial Intelligence (AI), with “tech” stocks in the US leading the charge.
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