GLOBAL OUTLOOK

2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient

by Nouriel Roubini and Brunello Rosa

24 January 2024

In this paper we discuss:

• Macroeconomic outlook: soft or bumpy landing ahead?;
• Political outlook: the "biggest election year in recent history";
• Geopolitical dimension: the several open conflicts and areas of tension;
• Policy forecasts: When will the world's major central banks will start cutting rates?
• Market outlook: a soft landing the most favourable scenario for markets.

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