Charting our Views December Outlook
- 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, alongside a selection of charts.
Outlook Overview: Rate Cuts Into 2024 (here)
Economic Scenarios
U.S. Outlook: Slower Growth to Sustain Improved Inflation Picture (here)
LatAm Outlook: Diverging Paths in 2024 (here)
Brazil Policy Rate and CPI Inflation (YoY, %)
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)
Adjusted Core HICP inflation Has Been Falling Clearly for Some Months
Western Europe Outlook: Inflation Succumbing? (here)
EMEA Outlook: Inflationary Pressures Remain Strong (here)
SARB Interest Rate Forecast (%), 2017 - 2026
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)
U.S. S&P500 12mth Fwd P/E Ratio and 10yr Real Government Bond Yield (inverted) 
EM FX Outlook: USD Decline v Inflation Differentials (here)
Commodities Outlook: Economic Forces at Play (here)
Technical Analysis Quarterly Chartbook (here)