01 February 2024
3 min
Head of Capital Markets
In this Capital Markets Update, Chris Arcari shares the latest trends in the market.
To summarise for Q4:
Global growth defied all but the most optimistic forecasts in 2023, despite the steep rate-hiking cycle of the past two years
Business and consumer confidence is rising, as inflation fears recede and the prospect of interest-rate cuts comes in to view
Bond yields fell sharply in quarter four due to expectations of earlier and larger rate cuts in 2024 than previously thought
Falling yields alleviated concerns over debt affordability, and lent valuation support to stocks
If you have any questions on anything covered, please get in touch.
Read our January 2024 capital markets update
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