In this 2024 preview video blog, Derek Halpenny, Head of Research for Global Markets EMEA and International Securities; George Goncalves, Head of U.S Macro Strategy, MUFG Securities America Inc; Lin Li, Head of Global Markets Research Asia; Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research EMEA and Lee Hardman, Senior Currency Analyst discuss the trends that may drive the global markets this year.


Five key themes for 2024

  • Theme 1: US Dollar Outlook & Global Challenges - Derek Halpenny (00.25)
  • Theme 2: US Outlook: Getting Back in Sync?- George Goncalves (03.19)
  • Theme 3: The Conundrum of the Chinese Economy: Will the Property Sector Recover Soon? - Lin Li (05.51)
  • Theme 4: Commodities Markets - Calling Pause to our Supercycle thesis but Underinvestment's Revenge will bite - Ehsan Khoman (08.50)
  • Theme 5: Political Risk to become more Important FX Market Driver in 2024 – Lee Hardman (11.44)

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