Investment
Institute
Market Views
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Long term rates and debt evolutions, both in the US and in Europe
- by Olivier Blanchard
- 30 November 2023 (7 min read)
Annual Outlook
US Outlook – Avoiding recession leaves little space for easing
- by David Page
- 30 November 2023 (5 min read)
Annual Outlook
Outlook Summary – Slowing mid-cycle, not crashing end-cycle
- by David Page
- 30 November 2023 (5 min read)
Annual Outlook
UK Outlook – Lags could push Bank of England to faster cuts
- by David Page
- 30 November 2023 (5 min read)
Annual Outlook
Canada Outlook – Sticky core inflation challenges Bank of Canada
- by David Page
- 30 November 2023 (5 min read)
Annual Outlook
Eurozone Outlook – Mind the return of market discipline
- by François Cabau, Hugo Le Damany
- 30 November 2023 (5 min read)
Annual Outlook
Emerging Markets Outlook – living on the (dollar) edge
- by
- 30 November 2023 (5 min read)