Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?

Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by the end of 2024 by the US Fed. The prospect of interest rate cuts has already begun to impact financial markets. Bond yields have fallen, while stock prices have rallied to record highs. So, will the party continue? What is in store for 2024? Will the US Fed fuel the market with rate cuts? Will India’s uneven recovery reveal a new risk? Listen to Jahangir Aziz, Head of Emerging Market Economics at JPMorgan as he shares insights with host Anupriya Nair in the latest episode of The Morning Brief podcast!

If you like this conversation, check out more such interesting chats with India’s Surge In Satta: How cheap options can turn very costly, The SME Sizzle: Success Story or a Smokescreen?, SEBI on Steroids and a whole lot more!

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