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World Outlook: The Race Against Time...

November 28, 2023
In our World Outlook for 2024, we outline how we’ve had a fairly consistent macro narrative over the past 2 3 years and we continue to see this as a classic policy led boom bust cycle that will culminate in a US recession. Ultimately, the impact of rapid rate hikes are yet to take effect in full, and QT is still continuing in the background. That will make early 2024 a challenging environment, and we expect a mild US recession in H1 2024. Meanwhile in the Euro Area, we think that a mild recession has already begun that will stretch into the start of 2024. [more]

More documents about "International"

444 Documents
February 22, 2024
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Global growth expected at 2.9% in 2024, rising to 3.2% in 2025. We no longer expect a recession in the US & the EU.
Inflation possibly peaked, yet upside risks persist due to ongoing price pressures.
Geopolitical risks elevate supply chain vulnerabilities, particularly in the Red Sea, Middle East and Ukraine.
Intensifying US-China competition adds to the challenges.
In 2024, around half of the world's population will be heading to the polls including the US (Nov), India (Apr/May), and the EU (Jun). [more]
February 21, 2024
Analyst:
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Dive into the world of hedge funds with Quantcraft's latest study, "Navigating the Hedge Fund Maze." We delve deep into the complexities of hedge fund investing, offering valuable insights into strategies, performance trends, and innovative portfolio construction methods. The report also explores how hedge funds compare to bank QIS strategies, examining how they can potentially complement or even replace each other within your portfolio. Ultimately, this study equips you with a refined perspective to navigate this rewarding but complex alternative asset class. [more]
January 23, 2024
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In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics surrounding the path forward for the Fed, including the magnitude and timing of interest rate cuts. Also discussed is the outlook for the Fed’s balance sheet and QT. [more]
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