ARKK - 5 Economic Predictions For 2024

2024-03-06 20:20:00 ET

Summary

• In 2024, like in recent years, the Federal Reserve policy rate trajectory remains top of mind for investors.
• While we have already seen a few emerging market central banks start to reduce interest rates, many of the developed markets have only just finished their hiking cycles.
• If China's economy is to see improvement in 2024, policymakers need to address (and make progress on) the challenges within the property market.

By Seema Shah, Chief Global Strategist

The economic outlook for 2024 feels significantly less murky than it did going into 2023. And yet plenty of uncertainty remains about the specifics of Federal Reserve policy changes and global central bank reactions, China's potential rebound, and the influence of geopolitical dynamics on global economies....

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