Published: 2024-01-02T09:53:40.000Z

December Outlook: Rate Cuts Into 2024

Director of Research , Macroeconomics and Strategy

The 14 chapters of our December Outlook have now been published. See the headlines and weblinks enclosed for links to the articles on economic, policy and markets for the 23 countries that we cover.

Outlook Overview: Rate Cuts Into 2024 (here)

U.S. Outlook: Slower Growth to Sustain Improved Inflation Picture (here)

LatAm Outlook: Diverging Paths in 2024 (here)

China Outlook: Headwinds To China Growth (here)

Japan Outlook: Normalizing Monetary Policy Soon (here)

Asia/Pacific (ex-China/Japan) Outlook: Going Big, Going Strong (here)

Eurozone Outlook: A Different Inflation Story? (here)

Western Europe Outlook: Inflation Succumbing? (here)

EMEA Outlook: Inflationary Pressures Remain Strong (here)

DM Rates Outlook: Front End Favored (here)

DM FX Outlook: The Year of the Yen (here)

Equities Outlook: Rate Cuts To Help in 2024 (here)

EM FX Outlook: USD Decline v Inflation Differentials (here)

Commodities Outlook: Economic Forces at Play (here)

Technical Analysis Quarterly Chartbook (here)