As 2023 comes to a close, we shift focus to what to expect in 2024, with year-ahead outlooks released for Europe, the US, and Canada last week. Will macro data show a clear direction towards reaching the 2% inflation target? How soon will central banks cut? These questions and more will be the focus of this edition.

Participants:

• Blake Gwinn (Desk Strategy), Head of US Rates Strategy
• Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
• Simon Deeley  (Desk Strategy), Canada Rates Strategist
• Santosh Sateesh  (Trading), Head of Credit Derivatives Trading

Research Analyst opinions are their published views, independent of those expressed by Desk Analysts