In this 2024 preview video blog, Derek Halpenny, Head of Research for Global Markets EMEA and International Securities; George Goncalves, Head of U.S Macro Strategy, MUFG Securities America Inc; Lin Li, Head of Global Markets Research Asia; Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research EMEA and Lee Hardman, Senior Currency Analyst discuss the trends that may drive the global markets this year.
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With the video longer than usual, we have included the links to each individual video
- Theme 1: US Dollar Outlook & Global Challenges - Derek Halpenny
- Theme 2: US Outlook: Getting Back in Sync?- George Goncalves
- Theme 3: The Conundrum of the Chinese Economy: Will the Property Sector Recover Soon? - Lin Li
- Theme 4: Commodities Markets - Calling Pause to our Supercycle thesis but Underinvestment's Revenge will bite - Ehsan Khoman
- Theme 5: Political Risk to become more Important FX Market Driver in 2024 – Lee Hardman
Please click here to view the presentation pack for ' Five Key Themes for 2024 '.