2023 Review & 2024 Outlook – DNCA

Fears of recession seem to have allayed for 2024, and the developed economies are set to slow down for a soft landing. An environment that should reassure investors in 2024, according to DNCA's experts. Find out more about their views in the publication below.

Highlights

  • Growth. A moderate recession during the winter remains a possibility. 2024 should be marked by weak global economic growth.
  • Inflation. Inflation continues to fall, but rising energy prices represent a risk to the current disinflationary trend and could weaken economies.
  • Monetary policy. The central banks' outlook for 2024 looks favorable. The financial markets have already factored in potential rate cuts.
  • Fiscal policy. The economic slowdown makes it particularly difficult to reduce deficits, especially in a context that requires major expenditure on adaptation, such as sustainable transition or dealing with demographic ageing.

Resources

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