As we approach the end of 2023 and look ahead to 2024, are the supporting factors such as base effects, resilient service sectors, and pent-up demand still in place? Will there be any changes to the pattern of misplaced cycles observed throughout this year?

To address these questions, MacroMicro has commenced the release of a series of outlook articles for 2024, beginning this week. Our objective is to provide our subscribers with insights into the economic outlook and investment directions in this series of reports.

This first article in the series will primarily explore the positioning of the overall macroeconomic environment heading into 2024, including the key areas that require close attention as economic misalignments begin to realign.


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Key Points

  • Looking ahead to 2024, the IMF predicts a slowdown in the once-strong economic growth of countries like the US, Japan, and Spain, while those that struggled in 2023 show signs of improvement, indicating a realignment of economic factors.

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