Navigating the financial markets in Q4 2023 and beyond
Portfolio Intelligence
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Global Economic Outlook and Slowdown in Economic Growth
This chapter discusses the sluggish global economic growth, with a focus on the US economy holding up relatively better. They highlight the weak PMI numbers in Japan and the slow deceleration in overall PMIs. The preference for US equities over international equities is mentioned, and the challenges faced by the Fed due to monetary stimulus implemented by other countries are also discussed.
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