In our special last episode for 2023, I talked with ANZ Group Chief Economist Richard Yetsenga about the themes for 2023 and 2024 in global markets and economies.
He explains why 2023 was the year of the soft landing, how China and Japan are book-ending the global rates cycle, and why fiscal policy will matter in 2024 edition, we pick out the five big themes for 2024.
Have a safe and prosperous Christmas and New Year. We return on Monday, January 15.
Cheers
Bernard