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 developed markets (DM) central banks will be able to ease monetary policy this year and next more than investors currently anticipate. DM bond yields will end 2024 below their current levels, putting downward pressure on yields across in Emerging Markets (EM). Meanwhile, we expect a stock market bubble to continue to inflate in the US on the back of growing enthusiasm about Artificial Intelligence (AI), with “tech” stocks leading the charge.
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