The Week in Markets – Looking into next year
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In this episode of the Week in Markets, we present an overview of what we expect in 2024. In short, the market focus will shift from inflation to growth. We explain why the US economy will remain solid, what we like within fixed income and equities, and discuss our view on the US dollar. We also summarize our arguments for Japan and China. This episode is presented by Richard Tang, Head of Research Hong Kong at Bank Julius Baer.
The Week in Markets – Looking into next year