Perspectives - Analyse financière et économique | Perspectives 2024: Recession or soft landing?

Description

The resilience of the US economy, which avoided a catastrophe scenario in 2023, is a positive indication that interest rates and inflation will ease, according to Guy Wagner, Chief Investment Officer of the asset management company BLI - Banque de Luxembourg Investments.

Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Chapters

What will you remember most about 2023?
00:00
What explains the difference in performance between the US and European economies?
01:07
Is US resilience a precursor for Europe?
02:25
Economic indicators to be closely watched
03:43
What is the ECB's monetary policy expected to be in 2024?
04:47
The difficulties facing the Chinese economy
05:48
The markets' main performance drivers in 2023
07:08
Outperformance of the Magnificent 7
08:00
How did the bond market fare in 2023?
08:57
What investment opportunities will 2024 offer?
09:46
Why favour equities over bonds?
11:15
What are the likely trends for gold in 2024?
12:58
The impact of the upcoming elections on the markets
14:17

Description

Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Chapters

What will you remember most about 2023?
00:00
What explains the difference in performance between the US and European economies?
01:07
Is US resilience a precursor for Europe?
02:25
Economic indicators to be closely watched
03:43
What is the ECB's monetary policy expected to be in 2024?
04:47
The difficulties facing the Chinese economy
05:48
The markets' main performance drivers in 2023
07:08
Outperformance of the Magnificent 7
08:00
How did the bond market fare in 2023?
08:57
What investment opportunities will 2024 offer?
09:46
Why favour equities over bonds?
11:15
What are the likely trends for gold in 2024?
12:58
The impact of the upcoming elections on the markets
14:17

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