Outlook Chapters Links

The chapters can be accessed by clicking on the relevant links. 

U.S. Outlook: No Recession, but Subdued Growth Will Help to Reduce Inflation (here)

LatAm Outlook: Lower Inflation and Growth above Expectations (here)

China Outlook: Recovery To Fade Into 2024 (here)

Japan Outlook: Trend Inflation To Remain Below 2% (here)

Asia/Pacific (ex-China/Japan) Outlook: Defying Global Headwinds (here)

Eurozone Outlook: Import(ant) Downside Risks (here)

Western Europe Outlook: Consumer Fragilities Persist (here)

EMEA Outlook: Domestic Factors Dominant (here)

DM Rates Outlook: Yield Curve Inversion to Ebb (here)

DM FX Outlook: Slow USD decline to continue but JPY and GBP could be volatile (here)

Equities Outlook: Tactically Difficult/Strategically Bullish (here)

EM FX Outlook: USD Strength Peaking (here)

Commodities Outlook: Navigating Uncertainty (here)

Technical Analysis Quarterly Chartbook (here)