Published: 2024-06-26T07:58:49.000Z

June Outlook: Cyclical and Structural Forces

byMike Gallagher

Director of Research , Macroeconomics and Strategy
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The 15 chapters of our June 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: Cyclical and Structural Forces (here)

 

U.S. Outlook: Economy Starting to Lose Momentum (here)

 

LatAm Outlook: Pausing the Cuts (here)

 

China Outlook:  2024 on Track, but 2025 Headwinds (here)

 

Japan Outlook: Slow but not Steady (here)

 

Asia/Pacific (ex-China/Japan) Outlook: Growth Momentum but Delayed Rate Cuts (here)

 

Eurozone Outlook: The Last (Disinflation) Mile (here)

 

Western Europe Outlook: Easing Cycles Diverge? (here)

 

EMEA Outlook: Stubborn Inflation Dominates (here)

 

DM Rates Outlook: Rate Cuts Arrive Except Japan (here)

 

DM FX Outlook: Politics rears its head (here)

 

Equities Outlook: Choppy U.S. and Outperformance Elsewhere (here)

 

EM FX Outlook: USD Strength to Ebb with Different EM Impact (here)

 

Commodities Outlook: Fundamentals Kick In (here)

 

Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q3 2024 (here) 
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