2024 Outlook: Resilience, Tails, and Inflections Global Macro Summary: Resilience: In 2023, GDP growth surprised to the upside in several Emerging Market (EM) countries and recovered in China. In 2024, EM ex-China should remain supported as the Chinese GDP soft-landing resumes. Developed Market (DM) gro Read more
2024 Outlook: Resilience, Tails, and Inflections Global Macro Summary: Resilience: In 2023, GDP growth surprised to the upside in several Emerging Market (EM) countries and recovered in China. In 2024, EM ex-China should remain supported as the Chinese GDP soft-landing resumes. Developed Market (DM) gro Read more
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