Published: 2024-09-27T07:44:02.000Z
September Outlook: Rate Cuts But How Far?
Director of Research , Macroeconomics and Strategy
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Topics
The 15 chapters of our September 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 But How Far? (here)
U.S. Outlook: Fed Focus Turning To Downside Risks (here)
LatAm Outlook: Diverging Patterns (here)
China Outlook: Unbalanced Growth and Slowing (here)
Japan Outlook: A Hawkish Tale (here)
Asia/Pacific (ex-China/Japan) Outlook: Domestic Demand to Sustain Growth (here)
Eurozone Outlook: Downside Risks or Downside Reality? (here)
Western Europe Outlook: (here)EMEA Outlook: Rate Cuts Loading in 2025 (here)
DM Rates Outlook: Rate Cuts Arrive Except Japan (here)
DM FX Outlook: USD Set for 2025 Decline (here)
Equities Outlook: Choppy U.S. and Outperformance Elsewhere (here)
EM FX Outlook: Fed Easing Helps but Divergent Trends (here)
Commodities Outlook: Fragile Foundations (here)
Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q4 2024 (here)