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Global Markets Themes of the Year - January 2024

Derek Halpenny

Global Markets Research, Global Markets EMEA & International Securities

Theme 1 :

G10 FX Outlook 2024 & Global Challenges

George Goncalves

Head of US Macro Strategy, MUFG Securities in the Americas

Theme 2 :

US Outlook: Getting Back in Sync?

Ehsan Khoman

Head of Research – Commodities, ESG and Emerging Markets

Theme 3 :

Commodities 2024 outlook

Lin Li, PhD
Head of Global Markets Research, Asia

Theme 4 :

The conundrum of Chinese economy: will the property sector recover soon?

Lee Hardman

Senior Currency Analyst

Theme 5:

Political risk to become more important FX market driver in 2024