13/04/2024
Global Investment View
Global Investment Views - April 2024
Global Investment Views - November 2023
Tuesday 14 November 2023
Global Investment View
Look out for growth, but with an eye on inflation
Markets have remained range-bound in the past few weeks as they try to judge the direction of monetary policies, economic growth, and the inflation trajectory, regarding which the assessment is further complicated by the Israel-Hamas war.
We continue to expect a mild US recession in H1.
