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All Into Account: 2024 Year Ahead Outlook

All into Account

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European Banks, Japan, and Currencies

This chapter discusses the performance of banks, bullish outlook on Japan, and expectations for currencies, particularly the US dollar. It explores the need for better growth outside of the US and recommends tactical buying of the dollar on dips. It also examines the impact of yield dispersion and rate cuts on FX valuations and identifies potential rebound candidates in certain countries.

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