Published: 2024-04-03T09:00:02.000Z

March Outlook: Europe in Focus, Then Elections Around the World

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. Finally, the attached resource has the key slides from the Outlook.

Outlook Overview: Europe in Focus, Then Elections Around the World (here)

U.S. Outlook: Fed to Ease as Economy Gradually Slows (here)

LatAm Outlook: Getting Deeper in the Cutting Cycle (here)

China Outlook: The Struggle to Hit 5% Growth (here)

Japan Outlook: Beginning of A New Era? (here)

Asia/Pacific (ex-China/Japan) Outlook: Election Spending to Drive Growth (here)

Eurozone Outlook: ECB Finger on Easing Trigger? (here)

Western Europe Outlook: Easing Cycle Underway? (here)

EMEA Outlook: Elections Set the Scene in Q2 (here)

DM Rates Outlook: Rate Cuts Arriving and Positive Yield Curves (here)

DM FX Outlook: JPY weakness to reverse (here)

Equities Outlook: Cyclical Recovery Versus Structural Headwinds (here)

EM FX Outlook: Carry and Domestic Fundamentals Rather Than the USD (here)

Commodities Outlook: A Promising Horizon (here)

Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q2 2024 (here)