Ronald Temple, Chief Market Strategist, details his expectations for the global economy—including monetary policy shifts and election implications—for the second half of 2024. https://lnkd.in/e69nB4kZ
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We have published my outlook for the second half of 2024. Clearly a lot of uncertainty facing the economy and markets as we head toward 2025. The good news is that the US economy remains in very good shape with decelerating inflation likely to lead to Fed easing in 2024, Eurozone growth is likely to accelerate as the ECB eases monetary policy, and Japan appears to be at the beginning of a multi-year inflation normalization. The negatives are the ongoing housing crisis in China which has yet to elicit the demand stimulus the Chinese economy needs and geopolitical challenges in Ukraine and Middle East. Another big wildcard will be the outcome of the multiple elections on the horizon that could significantly shift policy across France, the United Kingdom, and United States. I hope you find it useful!
Ronald Temple, Chief Market Strategist, details his expectations for the global economy—including monetary policy shifts and election implications—for the second half of 2024. https://lnkd.in/e69nB4kZ
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Explore the 20th anniversary edition of our #GuideToTheMarkets for an update on today’s economic outlook, our thoughts on the Federal Reserve’s upcoming rate cuts, and our insights on how to invest with markets near all-time highs. https://bit.ly/3J2NhII
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Master of Finance @ Frankfurt School | Global Capital Markets @ Allianz Global Investors | BNP Paribas | Deloitte | 이화여자대학교 | Frankfurt Finance Club e.V.
The Week ahead: “Hungry Eyes” Investors worldwide are watching the US. Is the American economy still cooking or is getting cold? Will the Federal Reserve (Fed) trim interest rates? How might the presidential election impact markets? These are big questions with global ramifications. Read more in our latest “The Week Ahead” by Greg Meier. #TheWeekAhead
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Now available: Our Mid-Year Outlook: A strong economy in a fragile world. http://spr.ly/6048gDnnp Despite sticky inflation, geopolitical conflict and a contentious U.S. election, we see a healthy backdrop for investors for the rest of the year. Why? Robust economic growth, strong corporate profits, a solid labor market and more. #jpmorganprivatebank #MidYearOutlook
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