Home Publications Window on the world January 2024

Window on the world January 2024

January proved to be more of a mixed month for asset markets following the robust momentum witnessed in bonds and equities during the last two months of 2023.

Notably, expectations for the number of interest rate cuts this year underwent a recalibration away from what initially looked like excessive levels (outside of a recession) at the end of December. Geopolitical considerations took centre stage, with heightened focus on developments in the Middle East and the Red Sea.

Read more