Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Head of Macroeconomic Research
Summary: Evidence is mounting that the world is fast approaching the end of this economic cycle and perhaps, an outright recession. Opinions are many, but what are the facts? In this first article of a new series by our #SaxoStrats team,we take a closer look at the most powerful leading indicators that economists use to predict a recession.