Global Investment Views - December 2023

2023/12/06 Wednesday

Global Investment View

Receding inflation good news but inflation fight not over

November saw a recovery in risk assets on the back of continuing disinflation and indications that the Fed is close to peak rates, leading US and European yields to retreat. The big questions now are: how long until the victory on inflation is declared? and how will growth evolve?

We think the following factors help with addressing these points:

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Global Investment View - December 2023

Update: 2023-12

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