Analyzing Macroeconomic Conditions and Risks

This chapter delves into the macro conditions of olivine as they transition to 2024, highlighting the surprise resilience of the US economy and the potential for a sharp recession. It examines the opportunities and risks for investors, focusing on the bond market and the stance of the central bank. Additionally, it discusses the concerns surrounding inflation and the potential actions central banks may take to balance tightening financial conditions and preventing further inflation.