Description
The new year has started with a bout of market turbulence as central bankers push back on exuberant interest rate cut expectations. With growth slowing, China’s economic revival underwhelming, falling inflation at risk of stalling, and several nations, including the United States, holding elections this might be a taste of things to come in 2024. The outlook remains murky with two-way risks surrounding important drivers. In our upcoming webinar we will: Look at inflation and whether its downtrend will continue, allowing central banks to loosen policy soon, or if it may spring a surprise; Discuss the lingering impacts on economic activity from the substantial lift in interest rates; Run through developments in China’s economy and if a turning point has been reached; Pick out the potential geopolitical and macro risks that might generate further market volatility in 2024; Examine US dollar and other FX trends, with an eye on the possible outcomes from here; Assess the possible impacts this could have on the operating environment, asset markets, and the Australian Dollar. At the conclusion of our update, there will be a Q&A session where you will have the opportunity to ask questions.
