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Published: 2023-10-03T12:46:42.000Z

Webinar and Q3 Outlook Chapters Links

byMike Gallagher

Director of Research , Macroeconomics and Strategy
4

The webinar for the September outlook is now available here.

You can also read the individual chapters as well.  

U.S. Outlook: Slower Growth but no Recession (here)

LatAm Outlook: Growth Continues (here)

China Outlook: Policy Stimulus Not Enough (here)

Japan Outlook: The First Step to Exit (here)

Asia/Pacific (ex-China/Japan) Outlook: Public Spending to be Catalyst (here)

Eurozone Outlook: Monetary Masochism (here)

Western Europe Outlook: Policy Peaking (here)

EMEA Outlook: Domestic Factors and Geopolitics Dominate (here)

DM Rates Outlook: Peaking Policy Rates and Less Yield Curve Inversion (here)

DM FX Outlook: USD strength to fade into 2024 (here)

Equities Outlook: Diverging Earnings and Valuations (here)

EM FX Outlook: Divergent Prospects (here)

Commodities Outlook: Rising Tides (here)

Technical Analysis Quarterly Chartbook (here) 


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Topics
EM Country Research
DM Country Research
Emerging Asia
Outlook
Latin America
EMERGING EMEA
EMERGING MARKETS

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