BIL - Low-Carbon Transition Themes In 2024
2024-03-11 12:30:00 ET
Summary
- We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks.
- U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Markets still expect the first Federal Reserve rate cut around mid-2024.
- We’re watching February U.S. CPI data out this week to see how much further inflation will fall in the near term. We still expect inflation to resurge in 2025.
Transcript
The transition to a low-carbon economy is a mega force or structural shift we track that is shaping investment returns....
Low-Carbon Transition Themes In 2024