Global Investment Views - February 2024

2024/02/06 Tuesday

Global Investment View

A challenging rate cut path for central banks

Markets are reassessing central bank policy paths amid slowing inflation and a potential economic slowdown but resilient historic data. The speed of disinflation, however, could be affected by tensions in the Red Sea, particularly for Europe. Thus, CBs job is getting difficult as they aim to maintain rates at a restrictive level for the right duration.


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