Lower Rates and Steeper Yield Curves in 2024

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Why The US Fed May Find It Hard NOT to Cut Rates in 2024

 

The beckoning US Election Year is likely to focus investors both on economic prospects and on the potential for an easing of Fed policy. We remain more sanguine than the consensus about the World economy and expect inflation to fall quickly during 2024. This should allow a significant policy easing and herald a sequential move into the next ‘Calm’ phase of the Global Liquidity Cycle.

 

 

 

See our latest published research, Global View: Why The US Fed May Find It Hard NOT to Cut Rates in 2024 - 22nd November 2023

 

For further information, please contact us at research@crossbordercapital.com 

 

 

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