Investors face a much different backdrop in 2024

Our Economics and Strategy teams expect central banks in developed economies to start cutting rates in '24, inflation to slow further and the dollar to weaken. But questions persist, ranging from which emerging economies may perform best amidst the weakening dollar backdrop, whether 10Y Treasury rates will follow Fed Funds rates lower, and if the markets might be too complacent about inflation and growth. Members of our Economics and Strategy teams join the podcast to answer these questions and provide their outlook for 2024. In case you're interested in a particular speaker, you can skip to a particular time: Claudio Irigoyen (0:58), Michael Hartnett (9:46), Mark Cabana (22:00), and Savita Subramanian (29:38). 

You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.

 

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